Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$608K Buy
1,704
+28
+2% +$10K 0.46% 53
2025
Q1
$455K Sell
1,676
-184
-10% -$50K 0.37% 68
2024
Q4
$617K Buy
+1,860
New +$617K 0.5% 55