Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$596K Sell
6,650
-190
-3% -$17K 0.26% 87
2025
Q1
$417K Sell
6,840
-501
-7% -$30.6K 0.24% 92
2024
Q4
$480K Buy
+7,341
New +$480K 0.27% 90