Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$593K Sell
3,437
-90
-3% -$15.5K 0.2% 85
2025
Q1
$779K Buy
3,527
+118
+3% +$26.1K 0.29% 58
2024
Q4
$700K Buy
+3,409
New +$700K 0.27% 56