Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$739K Buy
2,506
+1,489
+146% +$439K 0.56% 39
2025
Q1
$253K Sell
1,017
-25
-2% -$6.22K 0.24% 69
2024
Q4
$229K Buy
+1,042
New +$229K 0.21% 77