Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$279K Sell
1,437
-747
-34% -$145K 0.12% 115
2025
Q1
$256K Sell
2,184
-2,092
-49% -$246K 0.11% 119
2024
Q4
$590K Buy
+4,276
New +$590K 0.2% 86