Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$334K Sell
29,931
-6,297
-17% -$70.3K 0.2% 69
2025
Q1
$363K Sell
36,228
-10,366
-22% -$104K 0.27% 57
2024
Q4
$461K Buy
+46,594
New +$461K 0.31% 52