Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Buy
10,863
+4,052
+59% +$390K 0.01% 958
2025
Q1
$413K Sell
6,811
-1,941
-22% -$118K ﹤0.01% 1230
2024
Q4
$497K Buy
8,752
+502
+6% +$28.5K 0.01% 1078
2024
Q3
$597K Buy
+8,250
New +$597K 0.01% 782