Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$815K Sell
11,749
-415
-3% -$28.8K 0.7% 35
2025
Q1
$751K Sell
12,164
-600
-5% -$37K 0.7% 33
2024
Q4
$756K Buy
+12,764
New +$756K 0.66% 33