Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$344K Sell
15,337
-800
-5% -$17.9K 0.37% 70
2025
Q1
$366K Sell
16,137
-2,400
-13% -$54.5K 0.41% 69
2024
Q4
$372K Buy
+18,537
New +$372K 0.43% 67