Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$934K Sell
10,867
-1,033
-9% -$88.8K 0.12% 163
2025
Q1
$994K Buy
11,900
+3,052
+34% +$255K 0.14% 139
2024
Q4
$746K Buy
+8,848
New +$746K 0.11% 167