Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$842K Sell
2,651
-284
-10% -$90.2K 0.59% 36
2025
Q1
$828K Sell
2,935
-381
-11% -$108K 0.72% 31
2024
Q4
$1.34M Buy
+3,316
New +$1.34M 1.15% 21