Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Buy
12,146
+1,532
+14% +$33.4K 0.07% 214
2025
Q1
$207K Sell
10,614
-348
-3% -$6.79K 0.06% 233
2024
Q4
$171K Buy
+10,962
New +$171K 0.05% 237