Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$482K Sell
10,948
-9,341
-46% -$411K 0.07% 289
2025
Q1
$1.05M Buy
20,289
+13,292
+190% +$690K 0.2% 154
2024
Q4
$397K Buy
+6,997
New +$397K 0.11% 253