Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$479K Sell
9,600
-1,272
-12% -$63.5K 0.32% 81
2025
Q1
$360K Sell
10,872
-923
-8% -$30.5K 0.26% 87
2024
Q4
$453K Sell
11,795
-3,650
-24% -$140K 0.26% 81
2024
Q3
$516K Sell
15,445
-1,640
-10% -$54.8K 0.26% 84
2024
Q2
$504K Buy
+17,085
New +$504K 0.26% 78