Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$700K Sell
2,204
-9
-0.4% -$2.86K 0.31% 43
2025
Q1
$574K Sell
2,213
-462
-17% -$120K 0.28% 49
2024
Q4
$1.08M Buy
+2,675
New +$1.08M 0.77% 28