Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$485K Buy
1,936
+534
+38% +$134K 0.23% 103
2025
Q1
$327K Sell
1,402
-611
-30% -$143K 0.17% 130
2024
Q4
$445K Buy
+2,013
New +$445K 0.17% 121