Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$788K Sell
6,237
-2,978
-32% -$376K 0.67% 68
2025
Q1
$1.01M Buy
9,215
+5,404
+142% +$591K 0.76% 20
2024
Q4
$500K Buy
+3,811
New +$500K 0.14% 285