Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$840K Sell
9,004
-754
-8% -$70.3K 0.08% 117
2025
Q1
$711K Buy
9,758
+276
+3% +$20.1K 0.07% 133
2024
Q4
$572K Buy
+9,482
New +$572K 0.05% 147