Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$389K Sell
3,785
-7,796
-67% -$800K 0.07% 300
2025
Q1
$1.01M Buy
11,581
+5,437
+88% +$476K 0.2% 119
2024
Q4
$618K Buy
+6,144
New +$618K 0.13% 169