Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$992K Sell
6,793
-144
-2% -$21K 0.45% 55
2025
Q1
$919K Sell
6,937
-151
-2% -$20K 0.41% 57
2024
Q4
$820K Buy
+7,088
New +$820K 0.36% 59