Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$225K Buy
2,837
+423
+18% +$33.5K 0.12% 141
2025
Q1
$217K Sell
2,414
-350
-13% -$31.4K 0.12% 132
2024
Q4
$275K Buy
+2,764
New +$275K 0.14% 125