Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$277K Buy
3,733
+494
+15% +$36.7K 0.15% 132
2025
Q1
$211K Sell
3,239
-57
-2% -$3.72K 0.13% 132
2024
Q4
$281K Buy
+3,296
New +$281K 0.19% 126