Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$743K Buy
6,064
+247
+4% +$30.3K 0.41% 48
2025
Q1
$530K Buy
5,817
+145
+3% +$13.2K 0.32% 59
2024
Q4
$654K Sell
5,672
-105
-2% -$12.1K 0.39% 53
2024
Q3
$685K Buy
5,777
+2,536
+78% +$301K 0.41% 44
2024
Q2
$447K Buy
+3,241
New +$447K 0.29% 67