Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$930K Buy
19,923
+5,216
+35% +$244K 0.08% 219
2025
Q1
$556K Sell
14,707
-2,262
-13% -$85.5K 0.07% 237
2024
Q4
$784K Buy
+16,969
New +$784K 0.09% 213