Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$924K Buy
3,140
+373
+13% +$110K 0.01% 1019
2025
Q1
$723K Sell
2,767
-319
-10% -$83.3K 0.01% 964
2024
Q4
$785K Sell
3,086
-42
-1% -$10.7K 0.01% 874
2024
Q3
$673K Buy
+3,128
New +$673K 0.01% 731