Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$584K Buy
741
+63
+9% +$49.7K 0.41% 52
2025
Q1
$416K Sell
678
-13
-2% -$7.99K 0.32% 60
2024
Q4
$434K Buy
+691
New +$434K 0.34% 58