Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$812K Buy
7,699
+2
+0% +$211 0.97% 22
2025
Q1
$856K Sell
7,697
-353
-4% -$39.3K 1.15% 18
2024
Q4
$833K Buy
+8,050
New +$833K 1.09% 23