Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$658K Sell
12,124
-3,365
-22% -$183K 0.17% 119
2025
Q1
$780K Sell
15,489
-46
-0.3% -$2.32K 0.22% 102
2024
Q4
$705K Buy
+15,535
New +$705K 0.2% 115