Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Buy
14,422
+207
+1% +$3.58K 0.08% 158
2025
Q1
$229K Sell
14,215
-751
-5% -$12.1K 0.09% 156
2024
Q4
$230K Buy
+14,966
New +$230K 0.09% 144