Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$922K Sell
1,879
-701
-27% -$344K 0.12% 167
2025
Q1
$1.1M Buy
2,580
+647
+33% +$277K 0.15% 115
2024
Q4
$821K Buy
+1,933
New +$821K 0.12% 144