Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$785K Sell
3,580
-178
-5% -$39.1K 0.28% 64
2025
Q1
$715K Buy
+3,758
New +$715K 0.29% 64
2024
Q2
Sell
-3,632
Closed -$655K 83
2024
Q1
$655K Buy
+3,632
New +$655K 0.63% 42