Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$438K Sell
5,533
-212
-4% -$16.8K 0.33% 72
2025
Q1
$516K Sell
5,745
-533
-8% -$47.8K 0.42% 57
2024
Q4
$625K Buy
+6,278
New +$625K 0.5% 53