Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$654K Buy
6,684
+107
+2% +$10.5K 0.52% 42
2025
Q1
$577K Sell
6,577
-66
-1% -$5.79K 0.53% 45
2024
Q4
$600K Buy
+6,643
New +$600K 0.55% 42