Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$565K Buy
6,160
+80
+1% +$7.34K 0.02% 526
2025
Q1
$535K Sell
6,080
-86
-1% -$7.57K 0.02% 523
2024
Q4
$570K Buy
+6,166
New +$570K 0.02% 488