Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$387K Sell
4,145
-278
-6% -$25.9K 0.17% 82
2025
Q1
$322K Buy
4,423
+333
+8% +$24.3K 0.14% 80
2024
Q4
$247K Buy
+4,090
New +$247K 0.11% 102