Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$367K Sell
1,677
-144
-8% -$31.5K 0.26% 65
2025
Q1
$255K Sell
1,821
-4
-0.2% -$559 0.2% 78
2024
Q4
$304K Buy
+1,825
New +$304K 0.24% 72