Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$417K Buy
1,873
+14
+0.8% +$3.12K 0.08% 75
2025
Q1
$382K Sell
1,859
-30
-2% -$6.17K 0.08% 80
2024
Q4
$345K Buy
+1,889
New +$345K 0.07% 83