Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$424K Sell
3,379
-846
-20% -$106K 0.01% 143
2025
Q1
$578K Sell
4,225
-186
-4% -$25.5K 0.03% 78
2024
Q4
$675K Buy
+4,411
New +$675K 0.04% 76