Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$447K Sell
5,006
-47
-0.9% -$4.2K 0.01% 953
2025
Q1
$435K Buy
5,053
+14
+0.3% +$1.21K 0.01% 909
2024
Q4
$463K Buy
+5,039
New +$463K 0.01% 943