Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$406K Sell
1,852
-24
-1% -$5.27K 0.38% 38
2025
Q1
$357K Sell
1,876
-60
-3% -$11.4K 0.39% 39
2024
Q4
$425K Buy
+1,936
New +$425K 0.45% 35