Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$609K Buy
278,276
+61,163
+28% +$134K 0.8% 32
2025
Q1
$354K Sell
217,113
-32,887
-13% -$53.6K 0.53% 39
2024
Q4
$438K Buy
+250,000
New +$438K 0.43% 39