Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$638K Sell
3,046
-760
-20% -$159K 0.01% 143
2025
Q1
$649K Buy
3,806
+1,752
+85% +$299K 0.01% 131
2024
Q4
$364K Buy
+2,054
New +$364K 0.01% 199