Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$412K Buy
2,704
+12
+0.4% +$1.83K 0.37% 43
2025
Q1
$395K Sell
2,692
-13
-0.5% -$1.91K 0.41% 34
2024
Q4
$349K Buy
+2,705
New +$349K 0.35% 45