Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$892K Buy
4,088
+17
+0.4% +$3.71K 0.33% 65
2025
Q1
$554K Buy
4,071
+121
+3% +$16.5K 0.25% 82
2024
Q4
$568K Sell
3,950
-736
-16% -$106K 0.35% 46
2024
Q3
$562K Buy
+4,686
New +$562K 0.31% 64