Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$893K Buy
2,810
+425
+18% +$135K 0.16% 93
2025
Q1
$618K Sell
2,385
-63
-3% -$16.3K 0.13% 111
2024
Q4
$989K Buy
+2,448
New +$989K 0.21% 88