Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$477K Buy
3,504
+27
+0.8% +$3.67K 0.01% 382
2025
Q1
$461K Sell
3,477
-493
-12% -$65.4K 0.02% 354
2024
Q4
$449K Buy
+3,970
New +$449K 0.01% 368