Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$619K Buy
3,937
+1,691
+75% +$266K 0.02% 279
2025
Q1
$369K Sell
2,246
-71
-3% -$11.7K 0.01% 306
2024
Q4
$384K Buy
+2,317
New +$384K 0.01% 313