Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$510K Buy
11,874
+60
+0.5% +$2.58K 0.04% 232
2025
Q1
$261K Sell
11,814
-15
-0.1% -$331 0.02% 364
2024
Q4
$494K Buy
11,829
+300
+3% +$12.5K 0.04% 192
2024
Q3
$101K Buy
+11,529
New +$101K 0.01% 424