Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$354K Buy
11,832
+127
+1% +$3.8K 0.04% 117
2025
Q1
$396K Sell
11,705
-411
-3% -$13.9K 0.05% 111
2024
Q4
$358K Buy
+12,116
New +$358K 0.05% 106