Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$626K Sell
2,865
-554
-16% -$121K 0.2% 71
2025
Q1
$478K Sell
3,419
-25
-0.7% -$3.5K 0.17% 76
2024
Q4
$574K Buy
+3,444
New +$574K 0.21% 69