Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$319K Buy
1,886
+25
+1% +$4.22K 0.02% 522
2025
Q1
$263K Sell
1,861
-687
-27% -$97.1K 0.02% 463
2024
Q4
$403K Buy
+2,548
New +$403K 0.04% 335