Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$494K Buy
3,124
+77
+3% +$12.2K 0.23% 44
2025
Q1
$330K Buy
3,047
+235
+8% +$25.5K 0.16% 58
2024
Q4
$378K Sell
2,812
-3,681
-57% -$494K 0.18% 49
2024
Q3
$789K Buy
+6,493
New +$789K 0.47% 30