Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$465K Sell
2,265
-293
-11% -$60.1K 0.38% 31
2025
Q1
$568K Sell
2,558
-394
-13% -$87.5K 0.48% 27
2024
Q4
$739K Buy
+2,952
New +$739K 0.6% 26