Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$325K Buy
11,233
+200
+2% +$5.79K 0.09% 59
2025
Q1
$312K Sell
11,033
-417
-4% -$11.8K 0.1% 65
2024
Q4
$261K Buy
+11,450
New +$261K 0.09% 64