Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$957K Sell
4,566
-504
-10% -$106K 0.12% 153
2025
Q1
$865K Buy
5,070
+223
+5% +$38K 0.12% 165
2024
Q4
$858K Buy
+4,847
New +$858K 0.13% 131