Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$365K Buy
6,723
+47
+0.7% +$2.55K 0.27% 83
2025
Q1
$337K Sell
6,676
-1,917
-22% -$96.6K 0.27% 85
2024
Q4
$390K Buy
+8,593
New +$390K 0.34% 72