Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$645K Sell
3,474
-509
-13% -$94.5K 0.3% 79
2025
Q1
$835K Sell
3,983
-128
-3% -$26.8K 0.41% 63
2024
Q4
$731K Buy
+4,111
New +$731K 0.37% 64