Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$710K Sell
7,605
-320
-4% -$29.9K 0.41% 61
2025
Q1
$577K Buy
7,925
+2,038
+35% +$148K 0.36% 67
2024
Q4
$355K Buy
+5,887
New +$355K 0.22% 100