Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$623K Buy
3,039
+94
+3% +$19.3K 0.34% 29
2025
Q1
$654K Sell
2,945
-1,045
-26% -$232K 0.42% 25
2024
Q4
$999K Buy
+3,990
New +$999K 0.67% 19