Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$602K Buy
2,154
+188
+10% +$52.5K 0.59% 44
2025
Q1
$606K Sell
1,966
-55
-3% -$16.9K 0.59% 47
2024
Q4
$572K Buy
+2,021
New +$572K 0.55% 49