Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$616K Sell
3,900
-220
-5% -$34.8K 0.41% 15
2025
Q1
$457K Sell
4,120
-268
-6% -$29.7K 0.35% 14
2024
Q4
$589K Buy
+4,388
New +$589K 0.44% 13