Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Sell
5,522
-52
-0.9% -$2.49K 0.01% 579
2025
Q1
$278K Buy
5,574
+1,109
+25% +$55.2K 0.01% 541
2024
Q4
$259K Buy
+4,465
New +$259K 0.01% 551