Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$432K Sell
41,106
-4,197
-9% -$44.2K 0.01% 437
2025
Q1
$563K Buy
45,303
+455
+1% +$5.65K 0.02% 400
2024
Q4
$577K Buy
+44,848
New +$577K 0.02% 399