Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$348K Buy
2,445
+16
+0.7% +$2.28K 0.07% 240
2025
Q1
$366K Sell
2,429
-3
-0.1% -$453 0.08% 206
2024
Q4
$427K Buy
+2,432
New +$427K 0.09% 183