Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$701K Buy
1,495
+70
+5% +$32.8K 0.08% 88
2025
Q1
$664K Sell
1,425
-68
-5% -$31.7K 0.08% 75
2024
Q4
$625K Buy
+1,493
New +$625K 0.08% 76