Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$412K Buy
5,936
+786
+15% +$54.5K 0.07% 258
2025
Q1
$318K Sell
5,150
-5,727
-53% -$353K 0.07% 266
2024
Q4
$644K Buy
10,877
+951
+10% +$56.3K 0.13% 166
2024
Q3
$528K Buy
+9,926
New +$528K 0.12% 183