Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$373K Sell
1,698
-130
-7% -$28.5K 0.21% 65
2025
Q1
$348K Buy
1,828
+18
+1% +$3.43K 0.22% 65
2024
Q4
$397K Buy
+1,810
New +$397K 0.24% 61