Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$293K Buy
921
+127
+16% +$40.3K 0.08% 102
2025
Q1
$206K Sell
794
-4
-0.5% -$1.04K 0.06% 111
2024
Q4
$322K Buy
+798
New +$322K 0.09% 103