Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$383K Sell
2,368
-7,120
-75% -$1.15M 0.06% 566
2025
Q1
$1.01M Buy
9,488
+5,761
+155% +$615K 0.16% 203
2024
Q4
$460K Buy
+3,727
New +$460K 0.08% 463