Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$673K Buy
11,762
+1,413
+14% +$80.9K 0.23% 61
2025
Q1
$572K Buy
10,349
+4,605
+80% +$255K 0.23% 70
2024
Q4
$278K Sell
5,744
-27
-0.5% -$1.31K 0.11% 98
2024
Q3
$296K Buy
+5,771
New +$296K 0.12% 95