Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$325K Sell
1,482
-60
-4% -$13.2K 0.21% 31
2025
Q1
$293K Sell
1,542
-583
-27% -$111K 0.19% 34
2024
Q4
$466K Buy
+2,125
New +$466K 0.32% 26