Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$598K Sell
4,121
-73
-2% -$10.6K 0.02% 229
2025
Q1
$530K Sell
4,194
-6,655
-61% -$842K 0.02% 248
2024
Q4
$1.13M Buy
+10,849
New +$1.13M 0.04% 164