Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$523K Buy
1,466
+36
+3% +$12.8K 0.2% 97
2025
Q1
$571K Buy
+1,430
New +$571K 0.25% 80
2024
Q4
Sell
-1,389
Closed -$481K 94
2024
Q3
$481K Buy
+1,389
New +$481K 0.26% 71