Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$613K Sell
1,752
-70
-4% -$24.5K 0.01% 259
2025
Q1
$483K Buy
1,822
+436
+31% +$116K 0.01% 265
2024
Q4
$449K Buy
+1,386
New +$449K 0.01% 237