Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$998K Sell
4,405
-97
-2% -$22K 0.47% 58
2025
Q1
$747K Buy
4,502
+26
+0.6% +$4.32K 0.49% 37
2024
Q4
$884K Buy
+4,476
New +$884K 0.52% 38