Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$362K Buy
1,227
+132
+12% +$38.9K 0.12% 182
2025
Q1
$272K Sell
1,095
-138
-11% -$34.3K 0.1% 216
2024
Q4
$271K Buy
+1,233
New +$271K 0.1% 216