Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$485K Sell
14,160
-1,895
-12% -$64.9K 0.39% 64
2025
Q1
$595K Buy
16,055
+989
+7% +$36.6K 0.56% 56
2024
Q4
$583K Buy
+15,066
New +$583K 0.59% 59