Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$681K Buy
2,315
+829
+56% +$244K 0.01% 747
2025
Q1
$396K Sell
1,486
-677
-31% -$180K 0.01% 952
2024
Q4
$546K Buy
2,163
+783
+57% +$198K 0.01% 858
2024
Q3
$302K Buy
+1,380
New +$302K ﹤0.01% 1199