Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$598K Hold
4,110
0.44% 42
2025
Q1
$634K Sell
4,110
-750
-15% -$116K 0.48% 41
2024
Q4
$681K Buy
+4,860
New +$681K 0.42% 43