Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$298K Buy
1,067
+214
+25% +$59.8K 0.14% 120
2025
Q1
$266K Sell
853
-515
-38% -$160K 0.13% 130
2024
Q4
$357K Buy
+1,368
New +$357K 0.18% 106