Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$435K Sell
40,084
-7,251
-15% -$78.7K 0.01% 396
2025
Q1
$475K Buy
47,335
+4,647
+11% +$46.6K 0.02% 346
2024
Q4
$423K Buy
+42,688
New +$423K 0.01% 377