Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$701K Sell
4,604
-50
-1% -$7.61K 0.28% 92
2025
Q1
$683K Sell
4,654
-250
-5% -$36.7K 0.29% 93
2024
Q4
$633K Buy
+4,904
New +$633K 0.26% 98