Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$992K Buy
11,089
+4,450
+67% +$398K 0.17% 135
2025
Q1
$504K Sell
6,639
-5,915
-47% -$449K 0.1% 220
2024
Q4
$971K Buy
+12,554
New +$971K 0.2% 102