Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$380K Sell
12,703
-2,570
-17% -$76.9K 0.01% 510
2025
Q1
$516K Buy
15,273
+3,874
+34% +$131K 0.01% 380
2024
Q4
$337K Buy
+11,399
New +$337K 0.01% 445