Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.39M Buy
1,731
+672
+63% +$539K 0.03% 196
2025
Q1
$702K Sell
1,059
-365
-26% -$242K 0.02% 247
2024
Q4
$987K Buy
1,424
+1,156
+431% +$801K 0.02% 220
2024
Q3
$223K Buy
+268
New +$223K 0.01% 364