Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$309K Buy
10,690
+3
+0% +$87 0.31% 100
2025
Q1
$302K Sell
10,687
-362
-3% -$10.2K 0.33% 101
2024
Q4
$252K Buy
+11,049
New +$252K 0.25% 124