Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$344K Buy
11,878
+46
+0.4% +$1.33K 0.18% 114
2025
Q1
$335K Sell
11,832
-216
-2% -$6.11K 0.21% 97
2024
Q4
$274K Buy
+12,048
New +$274K 0.19% 130