Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$522K Sell
6,086
-1,040
-15% -$89.2K 0.02% 400
2025
Q1
$653K Buy
7,126
+126
+2% +$11.5K 0.04% 312
2024
Q4
$647K Buy
+7,000
New +$647K 0.03% 315