Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$539K Sell
107,096
-196
-0.2% -$986 0.07% 318
2025
Q1
$486K Buy
107,292
+29,033
+37% +$132K 0.07% 302
2024
Q4
$369K Buy
+78,259
New +$369K 0.05% 350