Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$911K Sell
2,565
-60
-2% -$21.3K 0.72% 38
2025
Q1
$920K Buy
2,625
+17
+0.7% +$5.96K 0.8% 34
2024
Q4
$824K Buy
+2,608
New +$824K 0.71% 37