Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$279K Sell
852
-302
-26% -$98.9K 0.03% 463
2025
Q1
$362K Buy
1,154
+525
+83% +$165K 0.04% 389
2024
Q4
$219K Buy
+629
New +$219K 0.02% 487