Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$523K Buy
2,309
+1
+0% +$226 0.23% 43
2025
Q1
$383K Sell
2,308
-265
-10% -$44K 0.19% 48
2024
Q4
$508K Buy
+2,573
New +$508K 0.26% 41