Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$482K Sell
4,672
-6
-0.1% -$619 0.03% 261
2025
Q1
$433K Buy
4,678
+501
+12% +$46.4K 0.03% 268
2024
Q4
$390K Buy
+4,177
New +$390K 0.03% 278