Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$269K Buy
758
+178
+31% +$63.2K 0.14% 36
2025
Q1
$203K Sell
580
-75
-11% -$26.3K 0.12% 39
2024
Q4
$207K Buy
+655
New +$207K 0.12% 40