Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$756K Buy
89,291
+18,290
+26% +$155K 0.23% 94
2025
Q1
$578K Sell
71,001
-530
-0.7% -$4.31K 0.19% 102
2024
Q4
$494K Buy
+71,531
New +$494K 0.16% 110