Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$723K Buy
4,748
+3,034
+177% +$462K 0.16% 129
2025
Q1
$252K Sell
1,714
-346
-17% -$50.8K 0.08% 296
2024
Q4
$266K Buy
+2,060
New +$266K 0.08% 284