Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$971K Buy
3,527
+463
+15% +$127K 0.03% 408
2025
Q1
$565K Sell
3,064
-40
-1% -$7.37K 0.04% 304
2024
Q4
$611K Buy
+3,104
New +$611K 0.04% 334