Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$518K Sell
10,553
-6,235
-37% -$306K 0.06% 120
2025
Q1
$950K Sell
16,788
-603
-3% -$34.1K 0.12% 54
2024
Q4
$998K Buy
+17,391
New +$998K 0.13% 46