Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$522K Buy
216,501
+130,867
+153% +$315K 0.02% 569
2025
Q1
$200K Sell
85,634
-65,272
-43% -$152K 0.02% 530
2024
Q4
$279K Buy
+150,906
New +$279K 0.02% 498