Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$210K Buy
447
+5
+1% +$2.35K 0.08% 213
2025
Q1
$206K Sell
442
-137
-24% -$63.8K 0.11% 171
2024
Q4
$242K Buy
+579
New +$242K 0.12% 154