Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$489K Sell
1,265
-174
-12% -$67.3K 0.04% 123
2025
Q1
$552K Buy
1,439
+7
+0.5% +$2.69K 0.05% 122
2024
Q4
$637K Buy
+1,432
New +$637K 0.05% 113