Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$244K Buy
2,834
+255
+10% +$21.9K 0.01% 734
2025
Q1
$215K Sell
2,579
-21
-0.8% -$1.75K 0.01% 682
2024
Q4
$219K Buy
+2,600
New +$219K 0.01% 605