Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$820K Sell
2,310
-89
-4% -$31.6K 0.82% 33
2025
Q1
$841K Buy
2,399
+11
+0.5% +$3.86K 0.99% 28
2024
Q4
$755K Buy
+2,388
New +$755K 0.91% 28