Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Buy
3,326
+17
+0.5% +$1.37K 0.11% 183
2025
Q1
$266K Sell
3,309
-24
-0.7% -$1.93K 0.14% 130
2024
Q4
$273K Buy
+3,333
New +$273K 0.14% 136