Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$859K Buy
4,628
+290
+7% +$53.8K 0.32% 67
2025
Q1
$909K Buy
4,338
+2,071
+91% +$434K 0.4% 50
2024
Q4
$403K Sell
2,267
-573
-20% -$102K 0.25% 59
2024
Q3
$561K Buy
+2,840
New +$561K 0.31% 65