Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.2M Buy
24,040
+6,863
+40% +$342K 0.01% 895
2025
Q1
$581K Sell
17,177
-249
-1% -$8.42K 0.01% 1070
2024
Q4
$698K Sell
17,426
-207
-1% -$8.29K 0.01% 915
2024
Q3
$529K Buy
+17,633
New +$529K 0.01% 845