Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$532K Sell
7,491
-170
-2% -$12.1K 0.47% 28
2025
Q1
$486K Sell
7,661
-48
-0.6% -$3.05K 0.54% 26
2024
Q4
$583K Buy
+7,709
New +$583K 0.55% 27