Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$723K Sell
7,871
-65
-0.8% -$5.97K 0.04% 315
2025
Q1
$698K Buy
7,936
+2,117
+36% +$186K 0.04% 298
2024
Q4
$538K Buy
5,819
+1,979
+52% +$183K 0.03% 335
2024
Q3
$356K Buy
+3,840
New +$356K 0.02% 407