Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$587K Sell
20,294
-2,102
-9% -$60.8K 0.11% 112
2025
Q1
$633K Buy
22,396
+596
+3% +$16.9K 0.13% 108
2024
Q4
$496K Buy
+21,800
New +$496K 0.1% 121