Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$463K Sell
3,171
-515
-14% -$75.2K 0.14% 82
2025
Q1
$488K Buy
3,686
+83
+2% +$11K 0.17% 75
2024
Q4
$417K Buy
+3,603
New +$417K 0.15% 80