Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$399K Sell
8,299
-116
-1% -$5.58K 0.38% 69
2025
Q1
$408K Sell
8,415
-127
-1% -$6.17K 0.41% 70
2024
Q4
$417K Buy
+8,542
New +$417K 0.38% 71