Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$683K Sell
3,681
-80
-2% -$14.9K 0.81% 35
2025
Q1
$788K Buy
3,761
+334
+10% +$70K 0.95% 32
2024
Q4
$609K Buy
+3,427
New +$609K 0.85% 38