Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$386K Sell
5,095
-465
-8% -$35.2K 0.25% 53
2025
Q1
$417K Sell
5,560
-575
-9% -$43.1K 0.28% 50
2024
Q4
$469K Buy
+6,135
New +$469K 0.32% 47