Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$573K Sell
2,622
-34
-1% -$7.43K 0.61% 45
2025
Q1
$371K Buy
2,656
+7
+0.3% +$979 0.41% 68
2024
Q4
$441K Buy
+2,649
New +$441K 0.51% 58