Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$633K Sell
639
-11
-2% -$10.9K 0.23% 77
2025
Q1
$635K Buy
650
+40
+7% +$39.1K 0.27% 72
2024
Q4
$559K Buy
+610
New +$559K 0.35% 70