Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$737K Buy
4,556
+134
+3% +$21.7K 0.18% 66
2025
Q1
$472K Sell
4,422
-289
-6% -$30.9K 0.12% 76
2024
Q4
$581K Buy
4,711
+20
+0.4% +$2.47K 0.15% 73
2024
Q3
$671K Buy
+4,691
New +$671K 0.17% 69