Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$528K Sell
6,862
-3,950
-37% -$304K 0.02% 398
2025
Q1
$708K Buy
10,812
+4,812
+80% +$315K 0.04% 294
2024
Q4
$405K Sell
6,000
-1,000
-14% -$67.5K 0.02% 426
2024
Q3
$431K Buy
+7,000
New +$431K 0.02% 405