Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$510K Buy
14,292
+2,253
+19% +$80.4K 0.2% 134
2025
Q1
$444K Sell
12,039
-4,645
-28% -$171K 0.2% 135
2024
Q4
$626K Buy
+16,684
New +$626K 0.17% 87