Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$588K Buy
593
+14
+2% +$13.9K 0.42% 25
2025
Q1
$548K Sell
579
-9
-2% -$8.52K 0.43% 24
2024
Q4
$539K Buy
+588
New +$539K 0.44% 23