Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Buy
2,685
+312
+13% +$123K 0.35% 39
2025
Q1
$685K Sell
2,373
-23
-1% -$6.64K 0.27% 53
2024
Q4
$889K Sell
2,396
-6
-0.2% -$2.23K 0.35% 40
2024
Q3
$888K Buy
+2,402
New +$888K 0.37% 40