Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.16M Sell
5,541
-912
-14% -$190K 0.15% 116
2025
Q1
$1.4M Buy
6,453
+1,670
+35% +$363K 0.2% 94
2024
Q4
$987K Buy
+4,783
New +$987K 0.14% 110