Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$345K Buy
3,694
+78
+2% +$7.28K 0.26% 59
2025
Q1
$263K Sell
3,616
-1,161
-24% -$84.6K 0.24% 56
2024
Q4
$288K Buy
+4,777
New +$288K 0.27% 57