Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$518K Buy
1,630
+20
+1% +$6.35K 0.18% 55
2025
Q1
$417K Buy
1,610
+22
+1% +$5.7K 0.18% 58
2024
Q4
$641K Sell
1,588
-61
-4% -$24.6K 0.28% 51
2024
Q3
$431K Buy
+1,649
New +$431K 0.19% 59