Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.3M Sell
96,415
-3,815
-4% -$51.5K 0.01% 698
2025
Q1
$1.46M Buy
100,230
+12,476
+14% +$182K 0.01% 619
2024
Q4
$1.78M Buy
+87,754
New +$1.78M 0.01% 471