Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$498K Buy
1,569
+82
+6% +$26K 0.23% 18
2025
Q1
$385K Sell
1,487
-6
-0.4% -$1.56K 0.22% 19
2024
Q4
$603K Buy
1,493
+53
+4% +$21.4K 0.36% 17
2024
Q3
$377K Buy
+1,440
New +$377K 0.23% 16