Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.07M Buy
10,385
+2,347
+29% +$242K 0.01% 950
2025
Q1
$742K Sell
8,038
-1,606
-17% -$148K 0.01% 946
2024
Q4
$889K Buy
9,644
+5,202
+117% +$480K 0.01% 820
2024
Q3
$435K Buy
+4,442
New +$435K 0.01% 930