Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$812K Sell
8,708
-1,546
-15% -$144K 0.18% 132
2025
Q1
$779K Buy
10,254
+8,080
+372% +$614K 0.14% 209
2024
Q4
$131K Sell
2,174
-363
-14% -$21.9K 0.05% 335
2024
Q3
$191K Buy
+2,537
New +$191K 0.04% 306