Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$707K Sell
3,232
-331
-9% -$72.4K 0.51% 22
2025
Q1
$498K Sell
3,563
-12
-0.3% -$1.68K 0.39% 27
2024
Q4
$596K Buy
+3,575
New +$596K 0.49% 22