Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.47M Sell
7,572
-568
-7% -$110K 0.04% 218
2025
Q1
$956K Buy
8,140
+2,643
+48% +$310K 0.03% 253
2024
Q4
$758K Buy
+5,497
New +$758K 0.02% 288