Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$820K Sell
7,793
-118
-1% -$12.4K 0.09% 72
2025
Q1
$461K Buy
7,911
+2,725
+53% +$159K 0.06% 116
2024
Q4
$300K Buy
+5,186
New +$300K 0.04% 159