Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$348K Sell
12,414
-25,704
-67% -$720K 0.18% 112
2025
Q1
$1.08M Buy
38,118
+1,864
+5% +$52.7K 0.44% 50
2024
Q4
$860K Buy
+36,254
New +$860K 0.39% 50