Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$476K Sell
6,007
-86
-1% -$6.81K 0.41% 53
2025
Q1
$547K Buy
6,093
+30
+0.5% +$2.69K 0.51% 50
2024
Q4
$603K Buy
+6,063
New +$603K 0.53% 46