Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$372K Buy
278
+9
+3% +$12.1K 0.03% 103
2025
Q1
$251K Sell
269
-20
-7% -$18.7K 0.03% 116
2024
Q4
$258K Buy
+289
New +$258K 0.03% 113