Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$942K Sell
2,965
-2,500
-46% -$794K 0.15% 92
2025
Q1
$1.42M Buy
5,465
+3,775
+223% +$978K 0.27% 80
2024
Q4
$682K Buy
+1,690
New +$682K 0.12% 99