Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$935K Sell
9,114
-372
-4% -$38.2K 0.01% 258
2025
Q1
$938K Buy
9,486
+425
+5% +$42K 0.02% 245
2024
Q4
$844K Buy
+9,061
New +$844K 0.01% 285