Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$542K Buy
1,527
+4
+0.3% +$1.42K 0.1% 60
2025
Q1
$534K Sell
1,523
-30
-2% -$10.5K 0.11% 63
2024
Q4
$491K Buy
+1,553
New +$491K 0.09% 62