Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Sell
45,504
-18,195
-29% -$408K 0.03% 92
2025
Q1
$1.45M Buy
63,699
+13,699
+27% +$311K 0.07% 43
2024
Q4
$1M Buy
+50,000
New +$1M 0.05% 56