Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$239K Sell
1,094
-10,396
-90% -$2.27M 0.08% 152
2025
Q1
$1.61M Buy
11,490
+2,716
+31% +$380K 0.58% 53
2024
Q4
$1.46M Buy
8,774
+4,163
+90% +$694K 0.52% 60
2024
Q3
$786K Buy
+4,611
New +$786K 0.31% 73