Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$623K Buy
2,476
+649
+36% +$163K 0.16% 19
2025
Q1
$454K Sell
1,827
-23
-1% -$5.72K 0.14% 23
2024
Q4
$406K Sell
1,850
-44
-2% -$9.66K 0.16% 26
2024
Q3
$418K Buy
+1,894
New +$418K 0.24% 22