Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$342K Sell
8,906
-949
-10% -$36.4K 0.24% 99
2025
Q1
$393K Sell
9,855
-3,329
-25% -$133K 0.34% 81
2024
Q4
$465K Buy
+13,184
New +$465K 0.4% 66