Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$738K Sell
745
-43
-5% -$42.6K 0.57% 73
2025
Q1
$745K Buy
788
+84
+12% +$79.4K 0.67% 63
2024
Q4
$645K Buy
704
+6
+0.9% +$5.5K 0.56% 68
2024
Q3
$619K Buy
+698
New +$619K 0.54% 66