Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$600K Sell
762
-8
-1% -$6.3K 0.22% 86
2025
Q1
$481K Sell
770
-37
-5% -$23.1K 0.2% 97
2024
Q4
$507K Buy
+807
New +$507K 0.31% 77