Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$836K Sell
11,656
-400
-3% -$28.7K 0.66% 36
2025
Q1
$816K Buy
12,056
+7,221
+149% +$489K 0.74% 33
2024
Q4
$296K Buy
+4,835
New +$296K 0.27% 70