Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$751K Sell
8,604
-398
-4% -$34.7K 0.58% 70
2025
Q1
$615K Buy
9,002
+488
+6% +$33.3K 0.55% 80
2024
Q4
$662K Buy
8,514
+2,179
+34% +$169K 0.57% 65
2024
Q3
$425K Buy
+6,335
New +$425K 0.37% 85