Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$525K Sell
7,569
-59
-0.8% -$4.09K 0.56% 52
2025
Q1
$471K Sell
7,628
-689
-8% -$42.5K 0.52% 54
2024
Q4
$492K Buy
+8,317
New +$492K 0.57% 54