Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$448K Sell
500
-450
-47% -$403K 0.2% 69
2025
Q1
$646K Sell
950
-550
-37% -$374K 0.32% 55
2024
Q4
$945K Buy
+1,500
New +$945K 0.39% 53