Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$426K Buy
531
+10
+2% +$8.01K 0.27% 70
2025
Q1
$345K Sell
521
-809
-61% -$536K 0.25% 66
2024
Q4
$922K Buy
1,330
+55
+4% +$38.1K 0.67% 45
2024
Q3
$1.06M Buy
+1,275
New +$1.06M 0.77% 44