Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$344K Buy
969
+8
+0.8% +$2.84K 0.25% 43
2025
Q1
$337K Sell
961
-21
-2% -$7.37K 0.27% 38
2024
Q4
$311K Buy
+982
New +$311K 0.25% 46