Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$203K Sell
2,172
-6,396
-75% -$597K 0.09% 376
2025
Q1
$624K Buy
8,568
+6,953
+431% +$507K 0.27% 106
2024
Q4
$97.4K Buy
+1,615
New +$97.4K 0.12% 317