Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$994K Sell
7,295
-758
-9% -$103K 0.07% 255
2025
Q1
$680K Buy
8,053
+4,337
+117% +$366K 0.04% 347
2024
Q4
$281K Buy
+3,716
New +$281K 0.02% 603