Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$613K Sell
1,719
-5
-0.3% -$1.78K 0.43% 50
2025
Q1
$688K Buy
1,724
+243
+16% +$97K 0.54% 41
2024
Q4
$532K Buy
+1,481
New +$532K 0.41% 52