Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$406K Sell
16,586
-2,372
-13% -$58K 0.07% 292
2025
Q1
$525K Buy
18,958
+1,878
+11% +$52K 0.1% 214
2024
Q4
$557K Buy
+17,080
New +$557K 0.12% 191