Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$683K Sell
2,846
-1,003
-26% -$241K 0.1% 247
2025
Q1
$899K Sell
3,849
-326
-8% -$76.1K 0.17% 181
2024
Q4
$1.08M Buy
+4,175
New +$1.08M 0.3% 113