Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$309K Buy
1,830
+42
+2% +$7.1K 0.06% 214
2025
Q1
$253K Sell
1,788
-16
-0.9% -$2.26K 0.05% 230
2024
Q4
$286K Buy
+1,804
New +$286K 0.05% 220