Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$767K Sell
80,528
-7,194
-8% -$68.6K 0.02% 229
2025
Q1
$831K Sell
87,722
-54,567
-38% -$517K 0.02% 212
2024
Q4
$1.36M Buy
+142,289
New +$1.36M 0.03% 192