Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.98M Buy
53,313
+12,220
+30% +$684K 0.18% 110
2025
Q1
$889K Sell
41,093
-4,622
-10% -$100K 0.06% 327
2024
Q4
$971K Buy
+45,715
New +$971K 0.06% 304