Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$289K Buy
11,934
+842
+8% +$20.4K 0.16% 130
2025
Q1
$281K Sell
11,092
-270
-2% -$6.84K 0.18% 111
2024
Q4
$301K Buy
+11,362
New +$301K 0.21% 119