Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$593K Sell
2,123
-64
-3% -$17.9K 0.48% 57
2025
Q1
$681K Buy
2,187
+97
+5% +$30.2K 0.65% 51
2024
Q4
$545K Buy
+2,090
New +$545K 0.56% 61