Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.19M Sell
5,360
-948
-15% -$211K 0.15% 111
2025
Q1
$1.3M Buy
6,308
+1,412
+29% +$290K 0.18% 97
2024
Q4
$894K Buy
+4,896
New +$894K 0.13% 127