Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$735K Sell
14,652
-104
-0.7% -$5.22K 0.45% 60
2025
Q1
$696K Buy
14,756
+4,850
+49% +$229K 0.5% 58
2024
Q4
$524K Buy
+9,906
New +$524K 0.39% 71