Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$664K Sell
7,114
-4,605
-39% -$430K 0.41% 29
2025
Q1
$854K Sell
11,719
-876
-7% -$63.8K 0.58% 26
2024
Q4
$760K Buy
12,595
+1,200
+11% +$72.4K 0.53% 27
2024
Q3
$887K Buy
+11,395
New +$887K 0.62% 27