Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$315K Buy
887
+67
+8% +$23.8K 0.16% 79
2025
Q1
$287K Sell
820
-56
-6% -$19.6K 0.18% 75
2024
Q4
$277K Buy
+876
New +$277K 0.15% 74