Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$830K Buy
29,685
+70
+0.2% +$1.96K 0.59% 36
2025
Q1
$780K Sell
29,615
-178
-0.6% -$4.69K 0.61% 38
2024
Q4
$763K Buy
+29,793
New +$763K 0.59% 39