Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$682K Sell
8,520
-295
-3% -$23.6K 0.32% 79
2025
Q1
$686K Sell
8,815
-6,899
-44% -$537K 0.36% 73
2024
Q4
$1.56M Buy
+15,714
New +$1.56M 0.61% 49