Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$800K Sell
16,313
-2,374
-13% -$116K 0.1% 196
2025
Q1
$1.06M Buy
18,687
+4,355
+30% +$246K 0.15% 123
2024
Q4
$823K Buy
+14,332
New +$823K 0.12% 143