Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$324K Sell
11,190
-16,788
-60% -$486K 0.24% 72
2025
Q1
$791K Buy
27,978
+4,253
+18% +$120K 0.74% 34
2024
Q4
$540K Buy
+23,725
New +$540K 0.5% 42