Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$983K Sell
6,303
-103
-2% -$16.1K 0.12% 144
2025
Q1
$1.05M Buy
6,406
+1,507
+31% +$248K 0.15% 124
2024
Q4
$798K Buy
+4,899
New +$798K 0.12% 155