Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Sell
3,068
-5,283
-63% -$360K 0.15% 87
2025
Q1
$506K Sell
8,351
-57
-0.7% -$3.45K 0.39% 56
2024
Q4
$581K Buy
+8,408
New +$581K 0.45% 45