Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$408K Sell
3,926
-195
-5% -$20.3K 0.01% 328
2025
Q1
$409K Sell
4,121
-11,681
-74% -$1.16M 0.01% 324
2024
Q4
$1.74M Buy
+15,802
New +$1.74M 0.03% 223