Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$644K Buy
5,581
+625
+13% +$72.1K 0.51% 55
2025
Q1
$473K Sell
4,956
-718
-13% -$68.6K 0.47% 60
2024
Q4
$603K Buy
+5,674
New +$603K 0.59% 37