Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$940K Sell
1,874
-429
-19% -$215K 0.12% 159
2025
Q1
$1.07M Buy
2,303
+566
+33% +$264K 0.15% 120
2024
Q4
$823K Buy
+1,737
New +$823K 0.12% 142