Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$641K Buy
3,059
+344
+13% +$72.1K 0.24% 79
2025
Q1
$463K Sell
2,715
-40
-1% -$6.82K 0.21% 90
2024
Q4
$488K Buy
+2,755
New +$488K 0.3% 51