Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$529K Sell
4,089
-87
-2% -$11.3K 0.03% 177
2025
Q1
$499K Buy
4,176
+111
+3% +$13.3K 0.03% 178
2024
Q4
$472K Buy
4,065
+1,393
+52% +$162K 0.02% 190
2024
Q3
$361K Buy
+2,672
New +$361K 0.02% 220