Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$873K Sell
11,023
-40
-0.4% -$3.17K 0.7% 43
2025
Q1
$993K Buy
11,063
+1,719
+18% +$154K 0.94% 38
2024
Q4
$930K Buy
+9,344
New +$930K 0.95% 37