Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$586K Sell
20,265
-12,841
-39% -$372K 0.07% 229
2025
Q1
$936K Buy
33,106
+483
+1% +$13.7K 0.13% 146
2024
Q4
$743K Buy
+32,623
New +$743K 0.11% 168