Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$312K Buy
6,224
+1,907
+44% +$95.7K 0.05% 349
2025
Q1
$204K Sell
4,317
-1,536
-26% -$72.5K 0.04% 411
2024
Q4
$310K Buy
+5,853
New +$310K 0.07% 292