Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$691K Buy
3,134
+1,229
+65% +$271K 0.09% 105
2025
Q1
$250K Sell
1,905
-182
-9% -$23.9K 0.04% 140
2024
Q4
$286K Buy
+2,087
New +$286K 0.04% 143