Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$448K Sell
17,211
-6,199
-26% -$161K 0.21% 93
2025
Q1
$594K Buy
23,410
+3,172
+16% +$80.5K 0.39% 49
2024
Q4
$428K Buy
+20,238
New +$428K 0.25% 81