Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$451K Buy
3,152
+843
+37% +$121K 0.21% 90
2025
Q1
$386K Sell
2,309
-342
-13% -$57.2K 0.19% 110
2024
Q4
$384K Buy
+2,651
New +$384K 0.19% 99