Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$488K Sell
22,324
-138
-0.6% -$3.02K 0.01% 804
2025
Q1
$440K Sell
22,462
-2,910
-11% -$57K 0.01% 813
2024
Q4
$398K Buy
+25,372
New +$398K 0.01% 738