Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$628K Sell
3,469
-2,745
-44% -$497K ﹤0.01% 712
2025
Q1
$1.08M Buy
6,214
+3,556
+134% +$616K 0.01% 665
2024
Q4
$523K Buy
+2,658
New +$523K ﹤0.01% 713