Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$885K Buy
2,208
+262
+13% +$105K 0.3% 47
2025
Q1
$710K Sell
1,946
-211
-10% -$77K 0.28% 48
2024
Q4
$842K Sell
2,157
-78
-3% -$30.5K 0.34% 43
2024
Q3
$868K Buy
+2,235
New +$868K 0.36% 41