Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$346K Sell
738
-24
-3% -$11.3K 0.32% 90
2025
Q1
$355K Buy
762
+40
+6% +$18.6K 0.39% 73
2024
Q4
$302K Buy
+722
New +$302K 0.33% 86