Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$650K Sell
4,540
-93
-2% -$13.3K 0.24% 86
2025
Q1
$775K Buy
4,633
+2,539
+121% +$425K 0.32% 76
2024
Q4
$303K Buy
+2,094
New +$303K 0.15% 87