Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Sell
8,083
-22,131
-73% -$662K 0.2% 120
2025
Q1
$1.02M Buy
30,214
+5,590
+23% +$189K 0.98% 26
2024
Q4
$728K Buy
+24,624
New +$728K 0.68% 46