Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$532K Sell
17,766
-1,310
-7% -$39.2K 0.37% 62
2025
Q1
$524K Sell
19,076
-1,188
-6% -$32.6K 0.45% 56
2024
Q4
$629K Buy
+20,264
New +$629K 0.54% 45