Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$268K Buy
845
+65
+8% +$20.6K 0.05% 234
2025
Q1
$202K Sell
780
-258
-25% -$66.9K 0.04% 269
2024
Q4
$419K Buy
+1,038
New +$419K 0.07% 179