Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$931K Sell
3,609
-1,096
-23% -$283K 0.12% 164
2025
Q1
$1.05M Buy
4,705
+1,152
+32% +$258K 0.15% 125
2024
Q4
$813K Buy
+3,553
New +$813K 0.12% 150