Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$604K Buy
3,383
+1,061
+46% +$189K 0.01% 346
2025
Q1
$372K Sell
2,322
-365
-14% -$58.5K 0.01% 435
2024
Q4
$468K Buy
+2,687
New +$468K 0.01% 416