Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$630K Sell
786
-91
-10% -$72.9K 0.21% 82
2025
Q1
$581K Buy
877
+401
+84% +$266K 0.22% 72
2024
Q4
$330K Buy
+476
New +$330K 0.13% 106