Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$492K Sell
1,385
-153
-10% -$54.3K 0.28% 58
2025
Q1
$539K Sell
1,538
-112
-7% -$39.3K 0.34% 41
2024
Q4
$521K Buy
+1,650
New +$521K 0.32% 47