Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$299K Sell
6,913
-3,677
-35% -$159K 0.16% 219
2025
Q1
$480K Sell
10,590
-13,190
-55% -$598K 0.51% 53
2024
Q4
$951K Buy
+23,780
New +$951K 0.93% 5