Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$435K Sell
2,993
-16,661
-85% -$2.42M ﹤0.01% 753
2025
Q1
$3.44M Buy
19,654
+14,325
+269% +$2.51M 0.04% 234
2024
Q4
$1.12M Buy
+5,329
New +$1.12M 0.03% 311