Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$263K Buy
3,165
+83
+3% +$6.9K 0.01% 823
2025
Q1
$264K Sell
3,082
-34
-1% -$2.91K 0.01% 750
2024
Q4
$236K Buy
+3,116
New +$236K 0.01% 710