Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$496K Buy
2,263
+68
+3% +$14.9K 0.27% 71
2025
Q1
$418K Sell
2,195
-61
-3% -$11.6K 0.25% 68
2024
Q4
$495K Buy
2,256
+7
+0.3% +$1.54K 0.29% 69
2024
Q3
$419K Buy
+2,249
New +$419K 0.25% 75