Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$729K Sell
4,790
-92
-2% -$14K 0.24% 36
2025
Q1
$717K Buy
4,882
+6
+0.1% +$881 0.34% 31
2024
Q4
$630K Buy
+4,876
New +$630K 0.28% 30