Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$736K Sell
8,369
-9,358
-53% -$822K 0.3% 47
2025
Q1
$1.25M Buy
17,727
+8,845
+100% +$623K 0.54% 36
2024
Q4
$660K Buy
+8,882
New +$660K 0.29% 41