Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$588K Sell
1,995
-124
-6% -$36.6K 0.22% 88
2025
Q1
$492K Buy
2,119
+1,000
+89% +$232K 0.21% 95
2024
Q4
$246K Buy
+1,119
New +$246K 0.15% 154