Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$899K Buy
11,834
+3,372
+40% +$256K 0.01% 633
2025
Q1
$556K Sell
8,462
-3,165
-27% -$208K 0.01% 778
2024
Q4
$819K Buy
+11,627
New +$819K 0.01% 656