Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$525K Sell
18,158
-45
-0.2% -$1.3K 0.42% 59
2025
Q1
$515K Sell
18,203
-246
-1% -$6.96K 0.45% 64
2024
Q4
$420K Buy
+18,449
New +$420K 0.36% 72