Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$457K Sell
1,578
-13
-0.8% -$3.77K 0.12% 170
2025
Q1
$479K Buy
1,591
+51
+3% +$15.3K 0.14% 156
2024
Q4
$426K Buy
+1,540
New +$426K 0.09% 215