Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$653K Sell
815
-355
-30% -$284K 0.29% 57
2025
Q1
$775K Sell
1,170
-260
-18% -$172K 0.39% 52
2024
Q4
$991K Buy
+1,430
New +$991K 0.4% 51