Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$343K Sell
730
-105
-13% -$49.3K 0.16% 109
2025
Q1
$389K Buy
835
+257
+44% +$120K 0.19% 108
2024
Q4
$242K Buy
+578
New +$242K 0.12% 138