Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$703K Buy
12,557
+2,715
+28% +$152K 0.09% 135
2025
Q1
$213K Sell
9,842
-5,753
-37% -$124K 0.03% 249
2024
Q4
$331K Buy
+15,595
New +$331K 0.05% 206