Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$316K Sell
816
-85
-9% -$32.9K 0.24% 50
2025
Q1
$346K Buy
901
+35
+4% +$13.4K 0.27% 46
2024
Q4
$385K Buy
+866
New +$385K 0.35% 40