Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$304K Sell
10,859
-454
-4% -$12.7K 0.01% 473
2025
Q1
$311K Buy
11,313
+93
+0.8% +$2.56K 0.01% 429
2024
Q4
$377K Buy
+11,220
New +$377K 0.01% 403