Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$297K Buy
300
+8
+3% +$7.92K 0.19% 45
2025
Q1
$276K Sell
292
-109
-27% -$103K 0.21% 43
2024
Q4
$341K Buy
+401
New +$341K 0.31% 35