Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$678K Sell
4,293
-90
-2% -$14.2K 0.63% 31
2025
Q1
$475K Sell
4,383
-50
-1% -$5.42K 0.51% 34
2024
Q4
$595K Buy
+4,433
New +$595K 0.63% 32