Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$315K Buy
17,613
+655
+4% +$11.7K 0.01% 459
2025
Q1
$351K Sell
16,958
-998
-6% -$20.7K 0.01% 404
2024
Q4
$212K Buy
+17,956
New +$212K 0.01% 530