Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$822K Buy
7,818
+1,309
+20% +$138K 0.05% 298
2025
Q1
$379K Sell
6,509
-446
-6% -$26K 0.02% 512
2024
Q4
$402K Buy
6,955
+431
+7% +$24.9K 0.02% 494
2024
Q3
$289K Buy
+6,524
New +$289K 0.02% 603