Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$463K Sell
1,570
-10
-0.6% -$2.95K 0.3% 55
2025
Q1
$393K Buy
1,580
+15
+1% +$3.73K 0.28% 54
2024
Q4
$344K Hold
1,565
0.24% 54
2024
Q3
$346K Buy
+1,565
New +$346K 0.24% 61