Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$490K Sell
5,378
-1,296
-19% -$118K 0.01% 567
2025
Q1
$510K Sell
6,674
-2,379
-26% -$182K 0.01% 553
2024
Q4
$595K Buy
+9,053
New +$595K 0.01% 517