Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$404K Sell
7,210
-2,517
-26% -$141K 0.14% 56
2025
Q1
$210K Sell
9,727
-17,203
-64% -$372K 0.07% 81
2024
Q4
$572K Buy
+26,930
New +$572K 0.18% 63