Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$664K Sell
13,303
-1,218
-8% -$60.8K 0.29% 99
2025
Q1
$480K Buy
14,521
+11,431
+370% +$378K 0.21% 176
2024
Q4
$119K Buy
+3,090
New +$119K 0.15% 272