Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$579K Sell
4,362
-28
-0.6% -$3.71K 0.44% 48
2024
Q4
$573K Buy
+4,390
New +$573K 0.43% 47
2024
Q2
$551K Buy
+4,130
New +$551K 0.37% 54