Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$447K Sell
6,565
-397
-6% -$27K 0.05% 138
2025
Q1
$422K Buy
6,962
+1,576
+29% +$95.4K 0.05% 126
2024
Q4
$372K Buy
+5,386
New +$372K 0.05% 128