Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$515K Sell
1,450
-1,740
-55% -$618K 0.24% 96
2025
Q1
$1.19M Buy
3,190
+45
+1% +$16.8K 0.62% 51
2024
Q4
$1.38M Buy
+3,145
New +$1.38M 0.54% 60