Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$759K Buy
3,352
+480
+17% +$109K 0.59% 47
2025
Q1
$477K Sell
2,872
-25
-0.9% -$4.15K 0.43% 55
2024
Q4
$583K Buy
+2,897
New +$583K 0.56% 49