Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$232K Sell
494
-1,366
-73% -$641K 0.04% 423
2025
Q1
$866K Sell
1,860
-4,606
-71% -$2.14M 0.17% 139
2024
Q4
$2.71M Buy
+6,466
New +$2.71M 0.57% 35