Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$577K Sell
11,000
-7,000
-39% -$367K 0.02% 334
2025
Q1
$854K Buy
18,000
+8,000
+80% +$379K 0.04% 267
2024
Q4
$628K Buy
+10,000
New +$628K 0.03% 295