Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$699K Buy
3,880
+315
+9% +$56.7K 0.08% 259
2025
Q1
$642K Sell
3,565
-614
-15% -$111K 0.07% 254
2024
Q4
$825K Buy
+4,179
New +$825K 0.09% 233