Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$528K Sell
2,681
-225
-8% -$44.3K 0.26% 36
2025
Q1
$608K Sell
2,906
-651
-18% -$136K 0.32% 31
2024
Q4
$632K Buy
+3,557
New +$632K 0.34% 30