Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$615K Sell
2,983
-11
-0.4% -$2.27K 0.61% 31
2025
Q1
$666K Buy
2,994
+1,906
+175% +$424K 0.72% 23
2024
Q4
$272K Buy
+1,088
New +$272K 0.47% 30