Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$454K Sell
5,731
-715
-11% -$56.6K 0.11% 141
2025
Q1
$578K Sell
6,446
-2,500
-28% -$224K 0.14% 120
2024
Q4
$890K Buy
+8,946
New +$890K 0.19% 102