Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$471K Sell
32,241
-1,500
-4% -$21.9K 0.3% 54
2025
Q1
$352K Sell
33,741
-4,550
-12% -$47.4K 0.26% 60
2024
Q4
$326K Buy
+38,291
New +$326K 0.26% 63