Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$671K Buy
2,113
+175
+9% +$55.6K 0.67% 39
2025
Q1
$502K Sell
1,938
-48
-2% -$12.4K 0.59% 40
2024
Q4
$802K Buy
+1,986
New +$802K 0.97% 25