Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$915K Buy
2,879
+56
+2% +$17.8K 0.63% 47
2025
Q1
$736K Sell
2,823
-167
-6% -$43.5K 0.54% 53
2024
Q4
$1.21M Buy
+2,990
New +$1.21M 0.85% 36