Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$318K Buy
10,998
+126
+1% +$3.65K 0.22% 104
2025
Q1
$301K Sell
10,872
-460
-4% -$12.7K 0.26% 100
2024
Q4
$269K Buy
+11,332
New +$269K 0.23% 108