Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.95M Buy
12,969
+7,870
+154% +$1.19M 0.04% 640
2025
Q1
$535K Sell
5,099
-30,528
-86% -$3.2M 0.01% 893
2024
Q4
$5.82M Buy
+35,627
New +$5.82M 0.14% 236