Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$349K Buy
1,203
+7
+0.6% +$2.03K 0.07% 87
2025
Q1
$361K Sell
1,196
-10
-0.8% -$3.02K 0.07% 88
2024
Q4
$333K Buy
+1,206
New +$333K 0.06% 85