Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$376K Sell
1,793
-1,514
-46% -$317K 0.12% 118
2025
Q1
$564K Sell
3,307
-276
-8% -$47.1K 0.21% 75
2024
Q4
$634K Buy
+3,583
New +$634K 0.25% 63