Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$662K Sell
11,828
-7,132
-38% -$399K 0.13% 127
2025
Q1
$410K Sell
18,960
-6,840
-27% -$148K 0.1% 151
2024
Q4
$548K Buy
+25,800
New +$548K 0.13% 138