Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$533K Sell
3,372
-250
-7% -$39.5K 0.31% 50
2025
Q1
$393K Sell
3,622
-437
-11% -$47.4K 0.25% 63
2024
Q4
$545K Buy
+4,059
New +$545K 0.34% 44