Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$718K Buy
13,221
+246
+2% +$13.4K 0.5% 45
2025
Q1
$709K Sell
12,975
-532
-4% -$29.1K 0.62% 38
2024
Q4
$674K Buy
+13,507
New +$674K 0.58% 43