Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$529K Sell
6,534
-684
-9% -$55.4K 0.13% 112
2025
Q1
$718K Buy
7,218
+5,265
+270% +$524K 0.22% 83
2024
Q4
$196K Buy
1,953
+792
+68% +$79.5K 0.06% 128
2024
Q3
$106K Buy
+1,161
New +$106K 0.04% 180