Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$314K Sell
6,260
-6,577
-51% -$330K 0.33% 23
2025
Q1
$606K Buy
12,837
+5,206
+68% +$246K 0.63% 14
2024
Q4
$404K Buy
+7,631
New +$404K 0.43% 21