Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$447K Sell
3,642
-371
-9% -$45.5K 0.13% 71
2025
Q1
$366K Buy
4,013
+924
+30% +$84.2K 0.12% 76
2024
Q4
$356K Buy
+3,089
New +$356K 0.12% 72