Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$483K Buy
10,907
+761
+8% +$33.7K 0.06% 222
2025
Q1
$337K Sell
10,146
-6,884
-40% -$228K 0.04% 256
2024
Q4
$621K Buy
+17,030
New +$621K 0.08% 175