Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$859K Sell
7,344
-2,997
-29% -$351K 0.01% 1058
2025
Q1
$1.04M Buy
10,341
+4,010
+63% +$404K 0.01% 811
2024
Q4
$607K Buy
6,331
+2,443
+63% +$234K 0.01% 994
2024
Q3
$368K Buy
+3,888
New +$368K 0.01% 1007