Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$656K Sell
3,002
-221
-7% -$48.3K 0.22% 75
2025
Q1
$451K Sell
3,223
-163
-5% -$22.8K 0.17% 91
2024
Q4
$564K Buy
+3,386
New +$564K 0.22% 69