Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$777K Sell
13,448
-1,520
-10% -$87.9K 0.01% 1111
2025
Q1
$650K Buy
14,968
+4,130
+38% +$179K 0.01% 1017
2024
Q4
$464K Buy
10,838
+2,609
+32% +$112K 0.01% 1105
2024
Q3
$373K Buy
+8,229
New +$373K 0.01% 1002