Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$804K Buy
14,362
+6,712
+88% +$376K 0.13% 130
2025
Q1
$165K Sell
7,650
-600
-7% -$13K 0.04% 211
2024
Q4
$175K Buy
+8,250
New +$175K 0.05% 221