Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$622K Sell
25,685
-2,528
-9% -$61.3K 0.53% 64
2025
Q1
$715K Buy
28,213
+2,839
+11% +$71.9K 0.66% 65
2024
Q4
$673K Buy
+25,374
New +$673K 0.66% 65
2023
Q4
$673K Buy
+25,374
New +$673K 0.67% 64