Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$375K Buy
800
+15
+2% +$7.04K 0.3% 69
2025
Q1
$365K Sell
785
-5
-0.6% -$2.33K 0.33% 64
2024
Q4
$331K Buy
+790
New +$331K 0.3% 65