Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$475K Sell
84,188
-30,842
-27% -$174K 0.24% 115
2025
Q1
$528K Buy
115,030
+80,382
+232% +$369K 0.24% 83
2024
Q4
$214K Buy
+34,648
New +$214K 0.09% 566