Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$700K Sell
4,915
-7,922
-62% -$1.13M 0.01% 643
2025
Q1
$1.96M Buy
12,837
+9,137
+247% +$1.4M 0.02% 311
2024
Q4
$553K Buy
+3,700
New +$553K 0.02% 421