Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$856K Sell
639
-29
-4% -$38.8K 0.72% 23
2025
Q1
$623K Buy
668
+120
+22% +$112K 0.58% 28
2024
Q4
$488K Buy
+548
New +$488K 0.45% 34