Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$970K Buy
6,000
+370
+7% +$59.8K 0.24% 76
2025
Q1
$601K Sell
5,630
-720
-11% -$76.9K 0.16% 82
2024
Q4
$783K Buy
6,350
+650
+11% +$80.2K 0.18% 75
2024
Q3
$815K Buy
+5,700
New +$815K 0.2% 71