Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$210K Buy
1,085
+145
+15% +$28.1K 0.07% 127
2025
Q1
$110K Sell
940
-535
-36% -$62.8K 0.04% 144
2024
Q4
$203K Buy
+1,475
New +$203K 0.07% 120