Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Sell
6,214
-125
-2% -$20.2K 0.52% 14
2025
Q1
$677K Buy
6,339
+1,738
+38% +$186K 0.35% 14
2024
Q4
$568K Buy
4,601
+6
+0.1% +$740 0.25% 13
2024
Q3
$657K Buy
+4,595
New +$657K 0.33% 13