Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$828K Sell
6,090
-513
-8% -$69.8K 0.66% 44
2025
Q1
$876K Sell
6,603
-2,175
-25% -$289K 0.88% 24
2024
Q4
$993K Buy
+8,778
New +$993K 0.97% 19