Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$609K Sell
14,078
-96
-0.7% -$4.15K 0.27% 67
2025
Q1
$643K Sell
14,174
-213
-1% -$9.66K 0.29% 66
2024
Q4
$575K Buy
+14,387
New +$575K 0.25% 69