Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$546K Sell
2,615
-216
-8% -$45.1K 0.44% 60
2025
Q1
$615K Sell
2,831
-413
-13% -$89.7K 0.58% 55
2024
Q4
$669K Buy
+3,244
New +$669K 0.68% 54