Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$886K Sell
2,680
-406
-13% -$134K 0.02% 104
2025
Q1
$1.02M Sell
3,086
-230
-7% -$75.7K 0.05% 54
2024
Q4
$916K Buy
+3,316
New +$916K 0.05% 59