Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$198K Sell
8,150
-39,675
-83% -$962K 0.01% 589
2025
Q1
$429K Sell
47,825
-726
-1% -$6.52K 0.01% 371
2024
Q4
$593K Buy
+48,551
New +$593K 0.02% 323