Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$654K Sell
3,887
-2,893
-43% -$487K 0.02% 535
2025
Q1
$1.13M Buy
6,780
+2,875
+74% +$479K 0.03% 379
2024
Q4
$645K Buy
+3,905
New +$645K 0.02% 456