Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$367K Buy
2,354
+72
+3% +$11.2K 0.07% 83
2025
Q1
$376K Sell
2,282
-13
-0.6% -$2.14K 0.07% 82
2024
Q4
$374K Buy
+2,295
New +$374K 0.07% 78