Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$765K Sell
10,272
-618
-6% -$46K 0.11% 79
2025
Q1
$738K Buy
10,890
+1,555
+17% +$105K 0.13% 74
2024
Q4
$578K Buy
+9,335
New +$578K 0.1% 83