Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$596K Sell
3,775
-389
-9% -$61.5K 0.42% 53
2025
Q1
$451K Buy
4,164
+1,495
+56% +$162K 0.34% 57
2024
Q4
$404K Buy
+2,669
New +$404K 0.33% 51