Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$578K Sell
5,498
-598
-10% -$62.9K 0.11% 155
2025
Q1
$355K Buy
6,096
+1,892
+45% +$110K 0.07% 192
2024
Q4
$243K Buy
+4,204
New +$243K 0.04% 241