Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$415K Sell
19,823
-563
-3% -$11.8K 0.01% 700
2025
Q1
$489K Buy
20,386
+5,233
+35% +$125K 0.01% 575
2024
Q4
$324K Buy
+15,153
New +$324K 0.01% 628