Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Buy
621
+26
+4% +$10.1K 0.17% 83
2025
Q1
$228K Sell
595
-1
-0.2% -$384 0.18% 82
2024
Q4
$265K Buy
+596
New +$265K 0.21% 80