Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$312K Buy
19,803
+7,758
+64% +$122K 0.06% 213
2025
Q1
$143K Sell
12,045
-3,454
-22% -$41K 0.03% 274
2024
Q4
$200K Buy
+15,499
New +$200K 0.04% 270