Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$437K Buy
4,467
+7
+0.2% +$684 0.14% 85
2025
Q1
$392K Sell
4,460
-257
-5% -$22.6K 0.14% 84
2024
Q4
$426K Buy
+4,717
New +$426K 0.15% 79