Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$591K Buy
54,431
+3,101
+6% +$33.6K 0.47% 58
2025
Q1
$515K Sell
51,330
-500
-1% -$5.02K 0.51% 58
2024
Q4
$513K Buy
+51,830
New +$513K 0.57% 50