Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$681K Buy
2,640
+121
+5% +$31.2K 0.11% 100
2025
Q1
$564K Sell
2,519
-77
-3% -$17.2K 0.09% 111
2024
Q4
$594K Buy
+2,596
New +$594K 0.1% 106