Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$391K Sell
2,272
-99
-4% -$17.1K 0.13% 113
2025
Q1
$419K Buy
2,371
+267
+13% +$47.1K 0.16% 96
2024
Q4
$409K Buy
+2,104
New +$409K 0.16% 88