Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$824K Sell
1,429
-40
-3% -$23.1K 0.02% 293
2025
Q1
$831K Buy
1,469
+24
+2% +$13.6K 0.03% 277
2024
Q4
$867K Buy
+1,445
New +$867K 0.03% 267