Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Buy
2,943
+16
+0.5% +$1.27K 0.19% 111
2025
Q1
$263K Sell
2,927
-375
-11% -$33.7K 0.25% 92
2024
Q4
$328K Buy
+3,302
New +$328K 0.3% 77