Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$420K Sell
4,498
-419
-9% -$39.1K 0.29% 81
2025
Q1
$398K Sell
4,917
-536
-10% -$43.4K 0.35% 79
2024
Q4
$365K Buy
+5,453
New +$365K 0.31% 83