Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$523K Sell
1,775
-58
-3% -$17.1K 0.42% 54
2025
Q1
$456K Sell
1,833
-40
-2% -$9.95K 0.4% 55
2024
Q4
$412K Buy
+1,873
New +$412K 0.37% 64