Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$381K Sell
2,795
-310
-10% -$42.3K 0.3% 66
2025
Q1
$262K Sell
3,105
-1,962
-39% -$166K 0.24% 76
2024
Q4
$383K Buy
+5,067
New +$383K 0.35% 62