Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$200K Sell
9,124
-1,759
-16% -$38.6K 0.01% 695
2025
Q1
$210K Sell
10,883
-1,242
-10% -$23.9K 0.02% 530
2024
Q4
$257K Buy
+12,125
New +$257K 0.02% 446