Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$621K Sell
17,399
-180
-1% -$6.42K 0.44% 52
2025
Q1
$649K Sell
17,579
-3,050
-15% -$113K 0.49% 48
2024
Q4
$778K Buy
+20,629
New +$778K 0.63% 44