Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$909K Buy
18,146
+15,382
+557% +$771K 0.09% 331
2025
Q1
$185K Sell
2,764
-2,266
-45% -$152K 0.02% 1036
2024
Q4
$397K Sell
5,030
-3,817
-43% -$302K 0.05% 590
2024
Q3
$760K Buy
+8,847
New +$760K 0.07% 486