Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$868K Hold
8,877
1.03% 25
2025
Q1
$785K Sell
8,877
-631
-7% -$55.8K 0.94% 33
2024
Q4
$859K Buy
+9,508
New +$859K 1.2% 23