Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$323K Sell
40,978
-15,797
-28% -$125K 0.02% 587
2025
Q1
$439K Buy
56,775
+12,015
+27% +$92.9K 0.03% 549
2024
Q4
$445K Buy
+44,760
New +$445K 0.04% 502