Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$475K Sell
55,855
-2,207
-4% -$18.8K 0.21% 102
2025
Q1
$358K Sell
58,062
-2,121
-4% -$13.1K 0.2% 97
2024
Q4
$383K Buy
+60,183
New +$383K 0.21% 111