Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$730K Sell
7,819
-243
-3% -$22.7K 0.05% 143
2025
Q1
$587K Buy
8,062
+2,959
+58% +$216K 0.05% 158
2024
Q4
$308K Sell
5,103
-214
-4% -$12.9K 0.02% 193
2024
Q3
$400K Buy
+5,317
New +$400K 0.03% 172