Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$288K Buy
871
+66
+8% +$21.8K 0.11% 205
2025
Q1
$265K Sell
805
-35
-4% -$11.5K 0.12% 201
2024
Q4
$232K Buy
+840
New +$232K 0.06% 219