Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$824K Sell
33,975
-61,707
-64% -$1.5M 0.02% 105
2025
Q1
$2.42M Buy
95,682
+54,129
+130% +$1.37M 0.12% 30
2024
Q4
$1.1M Buy
+41,553
New +$1.1M 0.06% 45