Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$485K Sell
2,365
-2,450
-51% -$503K 0.41% 67
2025
Q1
$1.07M Sell
4,815
-2,484
-34% -$552K 0.99% 40
2024
Q4
$1.83M Buy
+7,299
New +$1.83M 1.79% 13
2023
Q4
$1.83M Buy
+7,299
New +$1.83M 1.81% 13