Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$594K Sell
6,924
-59
-0.8% -$5.06K 0.02% 339
2025
Q1
$643K Buy
6,983
+542
+8% +$49.9K 0.02% 309
2024
Q4
$543K Buy
+6,441
New +$543K 0.02% 336