Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$353K Sell
4,464
-5,688
-56% -$450K 0.15% 127
2025
Q1
$911K Sell
10,152
-3,114
-23% -$280K 0.47% 71
2024
Q4
$1.32M Buy
+13,266
New +$1.32M 0.73% 40