Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$538K Sell
7,580
-1,915
-20% -$136K 0.21% 109
2025
Q1
$603K Sell
9,495
-2,862
-23% -$182K 0.26% 98
2024
Q4
$935K Buy
+12,357
New +$935K 0.39% 75