Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$510K Sell
4,162
-3,685
-47% -$452K 0.03% 451
2025
Q1
$715K Buy
7,847
+977
+14% +$89.1K 0.04% 367
2024
Q4
$792K Buy
+6,870
New +$792K 0.04% 373