Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$414K Sell
2,620
-534
-17% -$84.4K 0.34% 26
2025
Q1
$342K Sell
3,154
-800
-20% -$86.7K 0.37% 36
2024
Q4
$531K Buy
+3,954
New +$531K 0.58% 18