Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$645K Sell
3,562
-754
-17% -$136K 0.11% 213
2025
Q1
$743K Sell
4,316
-493
-10% -$84.9K 0.14% 161
2024
Q4
$867K Buy
+4,809
New +$867K 0.18% 112