Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$581K Sell
738
-14
-2% -$11K 0.59% 56
2025
Q1
$462K Buy
752
+178
+31% +$109K 0.5% 68
2024
Q4
$361K Buy
+574
New +$361K 0.36% 92