Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$381K Sell
94,196
-38,338
-29% -$155K 0.17% 120
2025
Q1
$697K Buy
132,534
+62,087
+88% +$327K 0.39% 64
2024
Q4
$451K Buy
+70,447
New +$451K 0.25% 96