Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$980K Sell
9,276
-46,577
-83% -$4.92M 0.18% 125
2025
Q1
$5.82M Buy
55,853
+47,486
+568% +$4.95M 0.33% 67
2024
Q4
$878K Buy
+8,367
New +$878K 0.23% 97