Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$439K Sell
1,516
-6
-0.4% -$1.74K 0.33% 71
2025
Q1
$460K Sell
1,522
-147
-9% -$44.4K 0.38% 67
2024
Q4
$461K Buy
+1,669
New +$461K 0.37% 65