Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$663K Buy
2,249
+290
+15% +$85.5K 0.58% 43
2025
Q1
$487K Sell
1,959
-38
-2% -$9.45K 0.48% 47
2024
Q4
$439K Buy
+1,997
New +$439K 0.42% 46