Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$545K Buy
407
+4
+1% +$5.36K 0.21% 29
2025
Q1
$376K Sell
403
-1
-0.2% -$933 0.16% 37
2024
Q4
$360K Buy
+404
New +$360K 0.15% 39