Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$627K Sell
2,129
-685
-24% -$202K 0.36% 33
2025
Q1
$749K Sell
2,814
-218
-7% -$58K 0.35% 39
2024
Q4
$762K Buy
+3,032
New +$762K 0.34% 44