Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$451K Buy
961
+2
+0.2% +$938 0.08% 72
2025
Q1
$447K Sell
959
-13
-1% -$6.05K 0.09% 69
2024
Q4
$407K Buy
+972
New +$407K 0.08% 75