Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$612K Buy
4,847
+25
+0.5% +$3.16K 0.37% 66
2025
Q1
$519K Sell
4,822
-35
-0.7% -$3.77K 0.33% 72
2024
Q4
$637K Buy
4,857
+251
+5% +$32.9K 0.44% 63
2024
Q3
$495K Buy
+4,606
New +$495K 0.35% 78