Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$272K Buy
345
+14
+4% +$11K 0.09% 151
2025
Q1
$203K Sell
331
-71
-18% -$43.6K 0.08% 173
2024
Q4
$253K Buy
+402
New +$253K 0.1% 134