Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$366K Sell
1,785
-195
-10% -$40K 0.17% 23
2025
Q1
$440K Sell
1,980
-2,333
-54% -$518K 0.22% 21
2024
Q4
$1.08M Buy
+4,313
New +$1.08M 0.56% 20