Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$495K Sell
22,093
-5,686
-20% -$127K 0.01% 554
2025
Q1
$631K Sell
27,779
-9,597
-26% -$218K 0.02% 484
2024
Q4
$749K Buy
+37,376
New +$749K 0.02% 436