Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$610K Sell
1,300
-33
-2% -$15.5K 0.14% 116
2025
Q1
$621K Sell
1,333
-4
-0.3% -$1.86K 0.15% 117
2024
Q4
$560K Buy
+1,337
New +$560K 0.12% 132