Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$370K Sell
12,790
-972
-7% -$28.1K 0.12% 95
2025
Q1
$389K Buy
13,762
+59
+0.4% +$1.67K 0.14% 85
2024
Q4
$312K Buy
+13,703
New +$312K 0.11% 91