Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$368K Buy
2,418
+504
+26% +$76.7K 0.28% 58
2025
Q1
$281K Sell
1,914
-25
-1% -$3.67K 0.27% 65
2024
Q4
$250K Buy
+1,939
New +$250K 0.23% 71