Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$607K Buy
1,910
+14
+0.7% +$4.45K 0.49% 41
2025
Q1
$491K Buy
+1,896
New +$491K 0.45% 39
2024
Q4
Sell
-2,119
Closed -$552K 72
2024
Q3
$552K Buy
+2,119
New +$552K 0.45% 39