Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$856K Sell
3,915
-163
-4% -$35.6K 0.47% 24
2025
Q1
$570K Buy
4,078
+4
+0.1% +$559 0.37% 29
2024
Q4
$679K Buy
+4,074
New +$679K 0.46% 23