Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$268K Buy
3,268
+685
+27% +$56.1K 0.05% 322
2025
Q1
$250K Sell
2,583
-1,674
-39% -$162K 0.01% 628
2024
Q4
$439K Buy
+4,257
New +$439K 0.12% 178