Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$756K Buy
2,117
+401
+23% +$143K 0.5% 57
2025
Q1
$467K Sell
1,716
-386
-18% -$105K 0.38% 74
2024
Q4
$698K Buy
+2,102
New +$698K 0.59% 45