Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$730K Sell
17,488
-1,357
-7% -$56.7K 0.62% 95
2025
Q1
$775K Buy
18,845
+7,325
+64% +$301K 0.58% 102
2024
Q4
$560K Buy
+11,520
New +$560K 0.16% 185