Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$839K Sell
7,960
-317
-4% -$33.4K 0.82% 33
2025
Q1
$906K Sell
8,277
-42
-0.5% -$4.6K 0.89% 35
2024
Q4
$948K Buy
+8,319
New +$948K 0.91% 35