Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$775K Sell
3,411
-1,963
-37% -$446K 0.04% 250
2025
Q1
$1.31M Buy
5,374
+4,371
+436% +$1.07M 0.05% 238
2024
Q4
$282K Buy
+1,003
New +$282K 0.03% 176