Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$200K Buy
22,151
+7,070
+47% +$64K 0.23% 244
2025
Q1
$96.9K Sell
15,081
-3,973
-21% -$25.5K 0.32% 131
2024
Q4
$181K Buy
+19,054
New +$181K 0.1% 286