Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$564K Sell
19,475
-1,253
-6% -$36.3K 0.37% 76
2025
Q1
$586K Sell
20,728
-416
-2% -$11.8K 0.43% 66
2024
Q4
$481K Buy
+21,144
New +$481K 0.41% 74