Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$547K Sell
3,384
-2,054
-38% -$332K 0.49% 33
2025
Q1
$581K Sell
5,438
-5,934
-52% -$634K 0.59% 33
2024
Q4
$1.4M Buy
+11,372
New +$1.4M 1.35% 21