Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$591K Buy
6,330
+200
+3% +$18.7K 0.27% 102
2025
Q1
$447K Buy
6,130
+1,050
+21% +$76.5K 0.22% 113
2024
Q4
$306K Sell
5,080
-625
-11% -$37.7K 0.15% 161
2024
Q3
$429K Buy
+5,705
New +$429K 0.22% 111