Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$704K Sell
24,343
-24
-0.1% -$695 0.48% 40
2025
Q1
$689K Sell
24,367
-900
-4% -$25.5K 0.47% 43
2024
Q4
$575K Buy
+25,267
New +$575K 0.39% 51