Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$44.6K Sell
563
-10,185
-95% -$806K 0.03% 86
2025
Q1
$965K Buy
10,748
+1,356
+14% +$122K 0.89% 31
2024
Q4
$912K Buy
+9,392
New +$912K 0.91% 25