Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$497K Sell
6,160
-13,887
-69% -$1.12M 0.09% 261
2025
Q1
$1.63M Buy
20,047
+17,051
+569% +$1.39M 0.32% 65
2024
Q4
$219K Buy
+2,996
New +$219K 0.05% 353