Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$811K Sell
7,692
-540
-7% -$56.9K 0.32% 84
2025
Q1
$915K Sell
8,232
-1,322
-14% -$147K 0.39% 73
2024
Q4
$988K Buy
+9,554
New +$988K 0.41% 69