Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$390K Buy
1,721
+240
+16% +$54.4K 0.07% 192
2025
Q1
$246K Sell
1,481
-276
-16% -$45.8K 0.05% 236
2024
Q4
$347K Buy
+1,757
New +$347K 0.06% 195