Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$795K Buy
9,843
+365
+4% +$29.5K 0.01% 703
2025
Q1
$772K Buy
9,478
+511
+6% +$41.6K 0.01% 664
2024
Q4
$655K Sell
8,967
-1,261
-12% -$92.1K 0.01% 743
2024
Q3
$608K Buy
+10,228
New +$608K 0.01% 734