Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$378K Sell
4,948
-40
-0.8% -$3.06K 0.01% 789
2025
Q1
$348K Buy
4,988
+17
+0.3% +$1.19K 0.01% 795
2024
Q4
$304K Buy
+4,971
New +$304K 0.01% 859