Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$266K Buy
6,921
+1,306
+23% +$50.2K 0.01% 690
2025
Q1
$218K Sell
5,615
-1,116
-17% -$43.2K 0.01% 723
2024
Q4
$228K Buy
+6,731
New +$228K 0.01% 685