Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$808K Sell
4,409
-2,292
-34% -$420K 0.14% 176
2025
Q1
$1.18M Buy
6,701
+4,230
+171% +$743K 0.23% 99
2024
Q4
$464K Buy
+2,471
New +$464K 0.1% 229