Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$424K Buy
5,360
+480
+10% +$38K 0.22% 49
2025
Q1
$438K Sell
4,880
-200
-4% -$18K 0.25% 43
2024
Q4
$506K Buy
+5,080
New +$506K 0.25% 35