Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$905K Sell
2,024
-255
-11% -$114K 0.11% 177
2025
Q1
$1.04M Buy
2,279
+611
+37% +$278K 0.15% 130
2024
Q4
$801K Buy
+1,668
New +$801K 0.12% 154