Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$811K Sell
6,268
-165
-3% -$21.3K 0.3% 65
2025
Q1
$768K Sell
6,433
-942
-13% -$113K 0.33% 63
2024
Q4
$856K Buy
+7,375
New +$856K 0.37% 56