Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$476K Sell
2,564
-35
-1% -$6.5K 0.51% 57
2025
Q1
$545K Buy
2,599
+1
+0% +$210 0.6% 49
2024
Q4
$462K Buy
+2,598
New +$462K 0.53% 56