Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$374K Sell
3,052
-2,489
-45% -$305K 0.01% 427
2025
Q1
$505K Sell
5,541
-1,057
-16% -$96.3K 0.02% 338
2024
Q4
$760K Buy
+6,598
New +$760K 0.02% 286