Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$651K Buy
2,048
+38
+2% +$12.1K 0.64% 50
2025
Q1
$521K Sell
2,010
-39
-2% -$10.1K 0.55% 62
2024
Q4
$826K Sell
2,049
-296
-13% -$119K 0.83% 40
2024
Q3
$614K Buy
+2,345
New +$614K 0.61% 58