Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$789K Sell
18,235
-2,005
-10% -$86.8K 0.1% 198
2025
Q1
$918K Buy
20,240
+3,013
+17% +$137K 0.13% 152
2024
Q4
$689K Buy
+17,227
New +$689K 0.1% 183