Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$960K Sell
12,930
-1,040
-7% -$77.2K 0.06% 175
2025
Q1
$575K Buy
13,970
+4,285
+44% +$176K 0.04% 213
2024
Q4
$498K Buy
9,685
+2,680
+38% +$138K 0.03% 220
2024
Q3
$335K Buy
+7,005
New +$335K 0.02% 254