Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$547K Sell
9,382
-4,408
-32% -$257K 0.45% 22
2025
Q1
$666K Sell
13,790
-2,220
-14% -$107K 0.72% 15
2024
Q4
$596K Buy
+16,010
New +$596K 0.65% 16