Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$654K Sell
2,886
-233
-7% -$52.8K 0.29% 46
2025
Q1
$518K Sell
3,119
-622
-17% -$103K 0.25% 52
2024
Q4
$739K Buy
+3,741
New +$739K 0.53% 35