Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$352K Buy
1,259
+39
+3% +$10.9K 0.23% 110
2025
Q1
$380K Sell
1,220
-30
-2% -$9.35K 0.31% 92
2024
Q4
$326K Buy
+1,250
New +$326K 0.27% 101