Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$954K Buy
39,353
+900
+2% +$21.8K 0.87% 37
2025
Q1
$974K Sell
38,453
-1,500
-4% -$38K 0.98% 34
2024
Q4
$1.06M Buy
+39,953
New +$1.06M 1.05% 28