Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$481K Sell
1,627
-190
-10% -$56.2K 0.21% 49
2025
Q1
$413K Sell
1,817
-109
-6% -$24.8K 0.22% 47
2024
Q4
$778K Hold
1,926
0.4% 37
2024
Q3
$831K Buy
+1,926
New +$831K 0.43% 34