Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$797K Buy
2,703
+1
+0% +$295 0.45% 43
2025
Q1
$672K Sell
2,702
-199
-7% -$49.5K 0.46% 45
2024
Q4
$638K Buy
+2,901
New +$638K 0.52% 44