Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$197K Sell
18,180
-7,637
-30% -$82.9K 0.11% 69
2025
Q1
$259K Sell
25,817
-8,996
-26% -$90.2K 0.12% 81
2024
Q4
$345K Buy
+34,813
New +$345K 0.15% 77