Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$631K Sell
8,542
-10,690
-56% -$789K 0.02% 223
2025
Q1
$1.18M Buy
19,232
+17,382
+940% +$1.07M 0.05% 167
2024
Q4
$103K Buy
+1,850
New +$103K ﹤0.01% 469