Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$507K Buy
2,274
+29
+1% +$6.46K 0.14% 137
2025
Q1
$461K Buy
2,245
+147
+7% +$30.2K 0.12% 154
2024
Q4
$383K Sell
2,098
-40
-2% -$7.31K 0.1% 160
2024
Q3
$440K Buy
+2,138
New +$440K 0.11% 163