Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$696K Buy
3,172
+100
+3% +$21.9K 0.54% 33
2025
Q1
$584K Sell
3,072
-78
-2% -$14.8K 0.52% 35
2024
Q4
$691K Buy
+3,150
New +$691K 0.57% 32