Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$386K Buy
1,270
+4
+0.3% +$1.22K 0.29% 78
2025
Q1
$340K Sell
1,266
-1,165
-48% -$313K 0.27% 83
2024
Q4
$599K Buy
+2,431
New +$599K 0.52% 45