Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$327K Sell
30,095
-19,050
-39% -$207K 0.16% 241
2025
Q1
$493K Buy
49,145
+34,574
+237% +$347K 0.23% 108
2024
Q4
$144K Buy
+14,571
New +$144K 0.06% 640