Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$701K Sell
5,812
-106
-2% -$12.8K 0.6% 52
2025
Q1
$689K Sell
5,918
-111
-2% -$12.9K 0.62% 50
2024
Q4
$723K Buy
+6,029
New +$723K 0.66% 44