Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$363K Buy
367
+18
+5% +$17.8K 0.29% 90
2025
Q1
$330K Sell
349
-26
-7% -$24.6K 0.33% 91
2024
Q4
$344K Buy
+375
New +$344K 0.34% 81