Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$622K Buy
2,745
+1,260
+85% +$285K 0.6% 53
2025
Q1
$247K Sell
1,485
-3
-0.2% -$498 0.26% 91
2024
Q4
$294K Buy
+1,488
New +$294K 0.31% 80