Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$349K Buy
1,098
+94
+9% +$29.9K 0.25% 42
2025
Q1
$260K Sell
1,004
-83
-8% -$21.5K 0.21% 50
2024
Q4
$439K Buy
+1,087
New +$439K 0.36% 30