Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$386K Sell
4,880
-670
-12% -$53K 0.22% 53
2025
Q1
$498K Sell
5,550
-830
-13% -$74.5K 0.23% 53
2024
Q4
$635K Buy
+6,380
New +$635K 0.28% 50