Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$840K Buy
1,901
+180
+10% +$79.5K 0.01% 613
2025
Q1
$875K Sell
1,721
-296
-15% -$150K 0.01% 409
2024
Q4
$956K Buy
+2,017
New +$956K 0.03% 328