Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$732K Buy
4,634
+59
+1% +$9.32K 0.62% 19
2025
Q1
$496K Sell
4,575
-1,521
-25% -$165K 0.5% 27
2024
Q4
$819K Buy
+6,096
New +$819K 0.79% 23