Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$857K Sell
1,827
-73
-4% -$34.3K 0.41% 62
2025
Q1
$885K Buy
1,900
+621
+49% +$289K 0.58% 35
2024
Q4
$535K Buy
+1,279
New +$535K 0.31% 59