Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$216K Sell
3,128
-12,858
-80% -$886K 0.01% 470
2025
Q1
$1.1M Buy
15,986
+406
+3% +$28K 0.05% 229
2024
Q4
$959K Buy
+15,580
New +$959K 0.04% 241