Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$207K Sell
541
-5
-0.9% -$1.92K 0.16% 97
2024
Q4
$253K Buy
+546
New +$253K 0.19% 93
2024
Q2
$212K Buy
+554
New +$212K 0.14% 100