Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$179K Buy
20,625
+10,063
+95% +$87.4K 0.15% 157
2025
Q1
$102K Sell
10,562
-42,982
-80% -$414K 0.08% 174
2024
Q4
$577K Buy
+53,544
New +$577K 0.17% 171