Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Buy
2,859
+14
+0.5% +$5K 0.38% 57
2025
Q1
$773K Buy
2,845
+1,126
+66% +$306K 0.34% 61
2024
Q4
$570K Sell
1,719
-1,014
-37% -$337K 0.35% 44
2024
Q3
$906K Buy
+2,733
New +$906K 0.5% 45