Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$805K Sell
5,904
-1,025
-15% -$140K 0.08% 184
2025
Q1
$585K Buy
6,929
+1,278
+23% +$108K 0.07% 207
2024
Q4
$427K Buy
+5,651
New +$427K 0.05% 252