Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$579K Sell
2,764
-27
-1% -$5.66K 0.05% 260
2025
Q1
$476K Sell
2,791
-452
-14% -$77.1K 0.04% 259
2024
Q4
$574K Buy
+3,243
New +$574K 0.07% 177