Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$297K Sell
4,880
-48
-1% -$2.92K 0.03% 298
2025
Q1
$283K Buy
4,928
+175
+4% +$10.1K 0.03% 287
2024
Q4
$235K Buy
+4,753
New +$235K 0.03% 317