Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$403K Buy
4,028
+79
+2% +$7.9K 0.27% 87
2025
Q1
$416K Sell
3,949
-570
-13% -$60K 0.3% 82
2024
Q4
$356K Buy
+4,519
New +$356K 0.21% 85