Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$945K Sell
4,307
-2,793
-39% -$613K 0.02% 101
2025
Q1
$1.35M Buy
7,100
+2,235
+46% +$425K 0.07% 44
2024
Q4
$1.07M Buy
+4,865
New +$1.07M 0.06% 47