Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$641K Sell
715
-207
-22% -$185K 0.02% 502
2025
Q1
$627K Sell
922
-188
-17% -$128K 0.02% 486
2024
Q4
$700K Buy
+1,110
New +$700K 0.02% 445