Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$855K Buy
8,080
+496
+7% +$52.5K 0.2% 71
2025
Q1
$853K Buy
7,584
+77
+1% +$8.66K 0.26% 71
2024
Q4
$777K Sell
7,507
-204
-3% -$21.1K 0.24% 36
2024
Q3
$862K Buy
+7,711
New +$862K 0.29% 28