Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.87M Buy
3,243
+1,624
+100% +$937K 0.03% 233
2025
Q1
$916K Sell
1,619
-143
-8% -$80.9K 0.02% 352
2024
Q4
$1.06M Buy
+1,762
New +$1.06M 0.02% 307