Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$218K Buy
2,938
+357
+14% +$26.5K 0.08% 236
2025
Q1
$169K Sell
2,581
-2,099
-45% -$137K 0.07% 256
2024
Q4
$399K Buy
+4,680
New +$399K 0.25% 104