Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$602K Buy
672
+22
+3% +$19.7K 0.23% 83
2025
Q1
$442K Buy
+650
New +$442K 0.2% 94
2024
Q4
Sell
-578
Closed -$448K 113
2024
Q3
$448K Buy
+578
New +$448K 0.25% 74