Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$646K Sell
59,523
-1,058
-2% -$11.5K 0.29% 63
2025
Q1
$608K Buy
60,581
+1,666
+3% +$16.7K 0.27% 67
2024
Q4
$583K Buy
+58,915
New +$583K 0.26% 68