Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$361K Buy
450
+47
+12% +$37.7K 0.12% 183
2025
Q1
$267K Sell
403
-49
-11% -$32.5K 0.1% 220
2024
Q4
$313K Buy
+452
New +$313K 0.11% 195