Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$708K Buy
3,347
+225
+7% +$47.6K 0.35% 31
2025
Q1
$593K Sell
3,122
-60
-2% -$11.4K 0.31% 32
2024
Q4
$698K Buy
+3,182
New +$698K 0.38% 27