Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Buy
812
+51
+7% +$16.2K 0.18% 66
2025
Q1
$197K Sell
761
-632
-45% -$164K 0.15% 78
2024
Q4
$578K Buy
+1,393
New +$578K 0.46% 49