Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$983K Buy
3,095
+140
+5% +$44.5K 0.9% 29
2025
Q1
$766K Sell
2,955
-469
-14% -$122K 0.85% 32
2024
Q4
$1.38M Buy
+3,424
New +$1.38M 1.49% 16