Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$300K Buy
856
+85
+11% +$29.8K 0.06% 223
2025
Q1
$204K Sell
771
-67
-8% -$17.8K 0.04% 279
2024
Q4
$271K Buy
+838
New +$271K 0.06% 198