Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$500K Sell
6,315
-2,672
-30% -$212K 0.49% 49
2025
Q1
$829K Sell
8,987
-486
-5% -$44.8K 0.81% 37
2024
Q4
$963K Buy
+9,473
New +$963K 0.93% 34