Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$936K Buy
6,432
+5
+0.1% +$727 0.97% 10
2025
Q1
$992K Sell
6,427
-47
-0.7% -$7.25K 1.03% 10
2024
Q4
$908K Buy
+6,474
New +$908K 0.96% 11