Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$649K Sell
3,565
-2,555
-42% -$465K 0.54% 23
2025
Q1
$667K Buy
6,120
+1,685
+38% +$184K 0.51% 24
2024
Q4
$596K Buy
4,435
+190
+4% +$25.5K 0.4% 25
2024
Q3
$592K Buy
+4,245
New +$592K 0.46% 22