Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$626K Buy
2,059
+6
+0.3% +$1.83K 0.04% 400
2025
Q1
$551K Sell
2,053
-49
-2% -$13.2K 0.04% 405
2024
Q4
$518K Buy
+2,102
New +$518K 0.04% 425