Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$764K Buy
8,191
+15
+0.2% +$1.4K 0.18% 132
2025
Q1
$599K Buy
+8,176
New +$599K 0.17% 137
2024
Q4
Sell
-1,696
Closed -$127K 1135
2024
Q3
$127K Buy
+1,696
New +$127K 0.02% 304