Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$345K Sell
1,087
-53
-5% -$16.8K 0.32% 43
2025
Q1
$295K Buy
1,140
+485
+74% +$126K 0.3% 54
2024
Q4
$265K Buy
+655
New +$265K 0.25% 68