Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$569K Sell
2,457
-1,073
-30% -$248K 0.05% 170
2025
Q1
$771K Sell
3,530
-355
-9% -$77.6K 0.07% 146
2024
Q4
$796K Buy
+3,885
New +$796K 0.06% 197