Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$621K Sell
1,604
-79
-5% -$30.6K 0.46% 47
2025
Q1
$645K Sell
1,683
-45
-3% -$17.3K 0.61% 39
2024
Q4
$768K Buy
+1,728
New +$768K 0.71% 37