Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$682K Buy
11,214
+317
+3% +$19.3K 0.26% 75
2025
Q1
$626K Sell
10,897
-2,533
-19% -$145K 0.29% 78
2024
Q4
$664K Buy
+13,430
New +$664K 0.29% 64