Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$217K Buy
4,429
+208
+5% +$10.2K 0.01% 565
2025
Q1
$239K Sell
4,221
-541
-11% -$30.6K 0.01% 495
2024
Q4
$273K Buy
+4,762
New +$273K 0.01% 464