Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$431K Buy
15,420
+5,990
+64% +$168K 0.17% 71
2025
Q1
$259K Sell
9,430
-565
-6% -$15.5K 0.13% 85
2024
Q4
$336K Buy
+9,995
New +$336K 0.14% 107