Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$945K Sell
38,646
-9,768
-20% -$239K 0.02% 371
2025
Q1
$1.34M Buy
48,414
+18,554
+62% +$514K 0.04% 263
2024
Q4
$974K Buy
+29,860
New +$974K 0.04% 258