Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$484K Buy
5,184
+1,710
+49% +$160K 0.09% 214
2025
Q1
$253K Sell
3,474
-715
-17% -$52.1K 0.01% 620
2024
Q4
$283K Buy
+4,189
New +$283K 0.08% 258