Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Sell
1,768
-4,433
-71% -$679K 0.05% 320
2025
Q1
$915K Buy
6,201
+4,079
+192% +$602K 0.05% 318
2024
Q4
$314K Buy
+2,122
New +$314K 0.08% 236