Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$262K Buy
3,311
+1,063
+47% +$84.1K 0.12% 148
2025
Q1
$202K Sell
2,248
-6,549
-74% -$588K 0.11% 126
2024
Q4
$875K Buy
+8,797
New +$875K 0.49% 51