Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$715K Buy
5,161
+2,693
+109% +$373K 0.02% 477
2025
Q1
$394K Sell
2,468
-392
-14% -$62.6K 0.03% 377
2024
Q4
$380K Buy
+2,860
New +$380K 0.02% 428