Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$328K Sell
8,459
-200
-2% -$7.75K 0.2% 84
2025
Q1
$335K Buy
8,659
+200
+2% +$7.75K 0.2% 84
2024
Q4
$286K Buy
+8,459
New +$286K 0.19% 85