Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$619K Sell
3,772
-6
-0.2% -$984 0.55% 22
2025
Q1
$409K Buy
3,778
+90
+2% +$9.75K 0.3% 35
2024
Q4
$495K Buy
+3,688
New +$495K 0.37% 32