Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$407K Sell
16,776
-2,806
-14% -$68K 0.16% 158
2025
Q1
$496K Sell
19,582
-1,011
-5% -$25.6K 0.22% 118
2024
Q4
$546K Buy
+20,593
New +$546K 0.15% 106