Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$440K Buy
15,205
+2,865
+23% +$82.9K 0.11% 153
2025
Q1
$348K Sell
12,340
-3,586
-23% -$101K 0.1% 174
2024
Q4
$362K Buy
+15,926
New +$362K 0.1% 172