Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Sell
281
-53
-16% -$47.5K 0.21% 61
2025
Q1
$227K Buy
334
+12
+4% +$8.15K 0.2% 60
2024
Q4
$203K Buy
+322
New +$203K 0.18% 62