Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$531K Sell
3,490
-28
-0.8% -$4.26K 0.68% 47
2025
Q1
$517K Sell
3,518
-253
-7% -$37.2K 0.74% 44
2024
Q4
$487K Buy
+3,771
New +$487K 0.41% 79