Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$818K Buy
7,966
+296
+4% +$30.4K 0.75% 55
2025
Q1
$671K Sell
7,670
-206
-3% -$18K 0.75% 74
2024
Q4
$793K Buy
+7,876
New +$793K 0.7% 74