Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$472K Sell
2,302
-15
-0.6% -$3.08K 0.44% 9
2025
Q1
$515K Sell
2,317
-17
-0.7% -$3.78K 0.49% 5
2024
Q4
$584K Buy
+2,334
New +$584K 0.49% 5