Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$519K Buy
3,625
+405
+13% +$58K 0.22% 74
2025
Q1
$537K Sell
3,220
-793
-20% -$132K 0.24% 74
2024
Q4
$582K Buy
+4,013
New +$582K 0.2% 88