Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$511K Sell
1,090
-27
-2% -$12.7K 0.19% 106
2025
Q1
$501K Sell
1,117
-56
-5% -$25.1K 0.21% 93
2024
Q4
$491K Buy
+1,173
New +$491K 0.3% 79