Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Sell
4,010
-250
-6% -$17.8K 0.46% 55
2025
Q1
$270K Sell
4,260
-830
-16% -$52.7K 0.4% 63
2024
Q4
$385K Buy
+5,090
New +$385K 0.57% 51