Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$789K Buy
5,937
+8
+0.1% +$1.06K 0.06% 165
2025
Q1
$556K Sell
5,929
-9,736
-62% -$913K 0.05% 207
2024
Q4
$1.71M Buy
15,665
+241
+2% +$26.3K 0.18% 68
2024
Q3
$1.88M Buy
+15,424
New +$1.88M 0.2% 66