Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$615K Buy
1,890
+6
+0.3% +$1.95K 0.21% 68
2025
Q1
$537K Sell
1,884
-106
-5% -$30.2K 0.21% 75
2024
Q4
$826K Buy
1,990
+28
+1% +$11.6K 0.33% 45
2024
Q3
$648K Buy
+1,962
New +$648K 0.27% 59