Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$617K Sell
2,723
-764
-22% -$173K 0.09% 185
2025
Q1
$579K Buy
3,487
+804
+30% +$133K 0.09% 182
2024
Q4
$530K Buy
2,683
+1,264
+89% +$250K 0.07% 201
2024
Q3
$246K Buy
+1,419
New +$246K 0.03% 257