Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$619K Buy
2,956
+48
+2% +$10.1K 0.28% 66
2025
Q1
$496K Sell
2,908
-78
-3% -$13.3K 0.22% 73
2024
Q4
$529K Buy
+2,986
New +$529K 0.23% 72