Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$468K Sell
584
-38
-6% -$30.5K 0.22% 92
2025
Q1
$412K Sell
622
-16
-3% -$10.6K 0.27% 70
2024
Q4
$442K Buy
+638
New +$442K 0.26% 75