Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$826K Buy
2,600
+231
+10% +$73.4K 0.68% 29
2025
Q1
$614K Sell
2,369
-245
-9% -$63.5K 0.59% 33
2024
Q4
$1.06M Buy
+2,614
New +$1.06M 0.98% 26