Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$448K Sell
1,275
-73
-5% -$25.6K 0.06% 319
2025
Q1
$427K Buy
1,348
+979
+265% +$310K 0.09% 196
2024
Q4
$124K Sell
369
-4
-1% -$1.35K 0.04% 334
2024
Q3
$119K Buy
+373
New +$119K 0.04% 318