Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$372K Buy
1,043
+97
+10% +$34.6K 0.12% 120
2025
Q1
$257K Sell
946
-8
-0.8% -$2.17K 0.1% 144
2024
Q4
$316K Buy
+954
New +$316K 0.12% 112