Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$917K Buy
5,769
+714
+14% +$113K 0.39% 45
2025
Q1
$544K Sell
5,055
-1,629
-24% -$175K 0.24% 73
2024
Q4
$895K Buy
+6,684
New +$895K 0.3% 61