Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$867K Buy
3,952
+909
+30% +$199K 0.16% 42
2025
Q1
$579K Sell
3,043
-38
-1% -$7.23K 0.11% 55
2024
Q4
$676K Buy
+3,081
New +$676K 0.13% 46