Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$304K Sell
4,430
-12,787
-74% -$877K 0.04% 369
2025
Q1
$1.11M Buy
17,217
+13,261
+335% +$857K 0.29% 53
2024
Q4
$418K Buy
+3,956
New +$418K 0.11% 101