Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$452K Buy
1,351
+5
+0.4% +$1.67K 0.21% 106
2025
Q1
$428K Sell
1,346
-202
-13% -$64.3K 0.22% 104
2024
Q4
$493K Buy
+1,548
New +$493K 0.19% 112