Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$653K Buy
829
+20
+2% +$15.8K 0.08% 220
2025
Q1
$496K Sell
809
-153
-16% -$93.9K 0.07% 229
2024
Q4
$605K Buy
+962
New +$605K 0.09% 202