Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$634K Buy
2,800
+6
+0.2% +$1.36K 0.07% 77
2025
Q1
$464K Sell
2,794
-46
-2% -$7.64K 0.06% 99
2024
Q4
$561K Sell
2,840
-116
-4% -$22.9K 0.08% 76
2024
Q3
$513K Buy
+2,956
New +$513K 0.08% 81