Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$629K Buy
1,758
+35
+2% +$12.5K 0.06% 135
2025
Q1
$576K Sell
1,723
-71
-4% -$23.7K 0.06% 125
2024
Q4
$561K Buy
+1,794
New +$561K 0.06% 125