Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$577K Buy
23,580
+3,562
+18% +$87.1K 0.12% 132
2025
Q1
$554K Sell
20,018
-36,768
-65% -$1.02M 0.12% 130
2024
Q4
$1.85M Buy
56,786
+16,173
+40% +$528K 0.41% 66
2024
Q3
$1.46M Buy
+40,613
New +$1.46M 0.33% 66