Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$385K Sell
7,713
-9,449
-55% -$472K 0.01% 559
2025
Q1
$615K Buy
17,162
+8,292
+93% +$297K 0.03% 416
2024
Q4
$341K Buy
+8,870
New +$341K 0.01% 701