Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.39M Sell
2,920
-320
-10% -$153K 0.01% 717
2025
Q1
$1.19M Buy
3,240
+922
+40% +$338K 0.01% 709
2024
Q4
$937K Buy
+2,318
New +$937K 0.01% 795