Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$995K Sell
1,860
-300
-14% -$160K 0.05% 260
2025
Q1
$798K Buy
2,160
+840
+64% +$310K 0.04% 265
2024
Q4
$599K Buy
+1,320
New +$599K 0.03% 341