Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$494K Buy
7,120
+968
+16% +$67.2K 0.16% 93
2025
Q1
$380K Sell
6,152
-203
-3% -$12.5K 0.14% 108
2024
Q4
$376K Buy
+6,355
New +$376K 0.15% 97