Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$163K Sell
18,174
-8,069
-31% -$72.4K 0.02% 1238
2025
Q1
$229K Sell
26,243
-2,754
-9% -$24K 0.02% 918
2024
Q4
$242K Buy
+28,997
New +$242K 0.03% 795