Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$742K Buy
10,324
+3,635
+54% +$261K 0.07% 425
2025
Q1
$506K Sell
6,689
-2,867
-30% -$217K 0.06% 519
2024
Q4
$662K Buy
+9,556
New +$662K 0.09% 369