Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$226K Sell
754
-338
-31% -$101K 0.19% 75
2025
Q1
$304K Sell
1,092
-410
-27% -$114K 0.28% 54
2024
Q4
$337K Buy
+1,502
New +$337K 0.31% 49