Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$301K Buy
849
+51
+6% +$18.1K 0.09% 42
2025
Q1
$280K Sell
798
-59
-7% -$20.7K 0.09% 39
2024
Q4
$271K Buy
+857
New +$271K 0.09% 43