Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$371K Sell
1,692
-542
-24% -$119K 0.31% 33
2025
Q1
$425K Sell
2,234
-600
-21% -$114K 0.46% 29
2024
Q4
$622K Buy
+2,834
New +$622K 0.68% 15