Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$740K Buy
3,266
+400
+14% +$90.6K 0.41% 69
2025
Q1
$487K Sell
2,866
-487
-15% -$82.7K 0.29% 82
2024
Q4
$662K Buy
+3,353
New +$662K 0.38% 64