Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$898K Sell
9,622
-751
-7% -$70.1K 0.1% 66
2025
Q1
$756K Sell
10,373
-1,804
-15% -$131K 0.09% 62
2024
Q4
$734K Buy
+12,177
New +$734K 0.1% 59