Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$370K Buy
1,217
+277
+29% +$84.2K 0.01% 638
2025
Q1
$252K Sell
940
-216
-19% -$58K 0.01% 647
2024
Q4
$285K Buy
+1,156
New +$285K 0.01% 552