Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$368K Buy
1,036
+346
+50% +$123K 0.13% 46
2025
Q1
$242K Sell
690
-198
-22% -$69.4K 0.1% 53
2024
Q4
$281K Buy
+888
New +$281K 0.11% 45