Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$652K Buy
3,180
+430
+16% +$88.2K 0.28% 22
2025
Q1
$611K Sell
2,750
-39
-1% -$8.66K 0.28% 24
2024
Q4
$698K Buy
+2,789
New +$698K 0.33% 22