Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$928K Buy
1,985
+19
+1% +$8.88K 0.35% 100
2025
Q1
$881K Sell
1,966
-682
-26% -$306K 0.36% 92
2024
Q4
$1.22M Sell
2,648
-208
-7% -$95.9K 0.5% 63
2024
Q3
$1.36M Buy
2,856
+38
+1% +$18.1K 0.61% 50
2024
Q2
$1.25M Buy
+2,818
New +$1.25M 0.61% 49