Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$413K Buy
515
+109
+27% +$87.4K 0.19% 64
2025
Q1
$269K Sell
406
-19
-4% -$12.6K 0.14% 98
2024
Q4
$295K Buy
+425
New +$295K 0.16% 78