Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$708K Sell
3,815
-29
-0.8% -$5.38K 0.85% 27
2025
Q1
$805K Buy
3,844
+80
+2% +$16.8K 1.09% 21
2024
Q4
$669K Buy
+3,764
New +$669K 0.88% 32