Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$855K Sell
8,936
-2,715
-23% -$260K 0.01% 1061
2025
Q1
$1.16M Sell
11,651
-2,228
-16% -$222K 0.01% 769
2024
Q4
$1.23M Buy
+13,879
New +$1.23M 0.01% 682