Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$491K Buy
2,168
+48
+2% +$10.9K 0.23% 55
2025
Q1
$352K Sell
2,120
-219
-9% -$36.4K 0.19% 67
2024
Q4
$462K Buy
+2,339
New +$462K 0.25% 52