Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$616K Sell
4,950
-656
-12% -$81.6K 0.49% 55
2025
Q1
$549K Buy
5,606
+21
+0.4% +$2.06K 0.52% 61
2024
Q4
$604K Buy
+5,585
New +$604K 0.62% 56