Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$899K Buy
101,056
+385
+0.4% +$3.43K 0.04% 355
2025
Q1
$608K Sell
100,671
-334
-0.3% -$2.02K 0.03% 421
2024
Q4
$776K Buy
+101,005
New +$776K 0.04% 352