Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$763K Sell
10,253
-83
-0.8% -$6.18K 0.33% 82
2025
Q1
$700K Buy
10,336
+4,391
+74% +$297K 0.36% 86
2024
Q4
$368K Buy
+5,945
New +$368K 0.21% 115