Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$766K Sell
7,248
-8,529
-54% -$902K 0.11% 228
2025
Q1
$1.52M Sell
15,777
-4,098
-21% -$394K 0.29% 95
2024
Q4
$1.88M Sell
19,875
-608
-3% -$57.4K 0.51% 52
2024
Q3
$1.59M Buy
+20,483
New +$1.59M 0.42% 75