Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$637K Sell
4,187
-675
-14% -$103K 0.08% 58
2025
Q1
$714K Sell
4,862
-42
-0.9% -$6.17K 0.1% 50
2024
Q4
$633K Buy
+4,904
New +$633K 0.08% 54