Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$488K Buy
4,879
+2,369
+94% +$237K 0.7% 7
2025
Q1
$264K Sell
2,510
-1,284
-34% -$135K 0.37% 123
2024
Q4
$299K Buy
+3,794
New +$299K 0.25% 155