Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$977K Sell
4,469
-190
-4% -$41.5K 0.12% 147
2025
Q1
$651K Buy
4,659
+1,720
+59% +$240K 0.09% 194
2024
Q4
$490K Buy
+2,939
New +$490K 0.07% 223