Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$852K Sell
2,709
-36
-1% -$11.3K 0.21% 99
2025
Q1
$718K Buy
2,745
+875
+47% +$229K 0.2% 107
2024
Q4
$755K Buy
+1,870
New +$755K 0.19% 100