Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$211K Sell
10,058
-2,808
-22% -$58.8K 0.1% 146
2025
Q1
$309K Sell
12,866
-2,771
-18% -$66.5K 0.15% 122
2024
Q4
$334K Buy
+15,637
New +$334K 0.17% 109