Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$593K Sell
2,619
-380
-13% -$86.1K 0.5% 34
2025
Q1
$498K Buy
2,999
+77
+3% +$12.8K 0.46% 35
2024
Q4
$577K Buy
+2,922
New +$577K 0.54% 28