Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$855K Buy
9,791
+1,268
+15% +$111K 0.09% 216
2025
Q1
$582K Sell
8,523
-335
-4% -$22.9K 0.07% 279
2024
Q4
$689K Buy
+8,858
New +$689K 0.08% 270