Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$491K Sell
1,667
-20
-1% -$5.9K 0.26% 41
2025
Q1
$419K Sell
1,687
-434
-20% -$108K 0.24% 48
2024
Q4
$466K Buy
+2,121
New +$466K 0.23% 48