Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$671K Sell
11,040
-230
-2% -$14K 0.22% 73
2025
Q1
$647K Buy
11,270
+124
+1% +$7.12K 0.24% 64
2024
Q4
$551K Buy
+11,146
New +$551K 0.21% 71