Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$737K Sell
3,968
-58
-1% -$10.8K 0.42% 66
2025
Q1
$844K Buy
4,026
+1
+0% +$210 0.51% 59
2024
Q4
$715K Buy
4,025
+1,772
+79% +$315K 0.42% 70
2024
Q3
$445K Buy
+2,253
New +$445K 0.27% 90