Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$468K Sell
2,068
-11
-0.5% -$2.49K 0.34% 30
2025
Q1
$345K Sell
2,079
-188
-8% -$31.2K 0.27% 37
2024
Q4
$448K Buy
+2,267
New +$448K 0.37% 29