Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$517K Buy
4,514
+167
+4% +$19.1K 0.07% 112
2025
Q1
$315K Sell
4,347
-154
-3% -$11.2K 0.05% 130
2024
Q4
$593K Sell
4,501
-5
-0.1% -$659 0.08% 113
2024
Q3
$491K Buy
+4,506
New +$491K 0.07% 116