Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$616K Sell
2,719
-855
-24% -$194K 0.14% 136
2025
Q1
$593K Buy
3,574
+460
+15% +$76.4K 0.16% 132
2024
Q4
$615K Buy
+3,114
New +$615K 0.16% 127