Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$946K Sell
9,516
-19
-0.2% -$1.89K 0.02% 533
2025
Q1
$806K Sell
9,535
-44
-0.5% -$3.72K 0.02% 530
2024
Q4
$902K Buy
+9,579
New +$902K 0.03% 513