Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$471K Sell
3,127
-2,556
-45% -$385K 0.21% 34
2025
Q1
$596K Buy
5,683
+4
+0.1% +$420 0.39% 27
2024
Q4
$928K Buy
+5,679
New +$928K 0.6% 21