Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$819K Sell
19,877
-8,477
-30% -$349K 0.01% 335
2025
Q1
$1.18M Sell
28,354
-8,416
-23% -$351K 0.02% 303
2024
Q4
$2.16M Sell
36,770
-27,092
-42% -$1.59M 0.03% 265
2024
Q3
$4.41M Buy
+63,862
New +$4.41M 0.07% 193