Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$328K Sell
1,839
-1,403
-43% -$251K 0.06% 336
2025
Q1
$520K Sell
3,242
-1,065
-25% -$171K 0.1% 216
2024
Q4
$750K Buy
+4,307
New +$750K 0.16% 135