Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$109K Sell
1,111
-7,508
-87% -$739K 0.05% 464
2025
Q1
$798K Buy
8,619
+6,071
+238% +$562K 0.35% 66
2024
Q4
$231K Buy
+2,548
New +$231K 0.29% 94