Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$568K Sell
4,904
-112
-2% -$13K 0.25% 91
2025
Q1
$503K Buy
5,016
+53
+1% +$5.31K 0.28% 84
2024
Q4
$559K Buy
+4,963
New +$559K 0.31% 80