Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$432K Sell
3,832
-221
-5% -$24.9K 0.07% 280
2025
Q1
$376K Buy
4,053
+967
+31% +$89.7K 0.07% 276
2024
Q4
$330K Buy
+3,086
New +$330K 0.07% 284