Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Sell
1,036
-4
-0.4% -$3.96K 0.67% 36
2025
Q1
$984K Sell
1,040
-32
-3% -$30.3K 0.79% 32
2024
Q4
$982K Buy
+1,072
New +$982K 0.83% 33