Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$895K Buy
2,547
+589
+30% +$207K 0.1% 180
2025
Q1
$620K Sell
1,958
-37
-2% -$11.7K 0.07% 216
2024
Q4
$673K Sell
1,995
-28
-1% -$9.45K 0.07% 211
2024
Q3
$645K Buy
+2,023
New +$645K 0.07% 217