Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$677K Sell
2,131
-63
-3% -$20K 0.31% 66
2025
Q1
$569K Buy
2,194
+576
+36% +$149K 0.28% 63
2024
Q4
$653K Buy
1,618
+503
+45% +$203K 0.31% 60
2024
Q3
$292K Buy
+1,115
New +$292K 0.13% 96