Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$533K Sell
6,204
-83
-1% -$7.14K 0.49% 66
2025
Q1
$525K Sell
6,287
-45
-0.7% -$3.76K 0.58% 53
2024
Q4
$534K Buy
+6,332
New +$534K 0.58% 50