Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$318K Buy
1,401
+10
+0.7% +$2.27K 0.13% 145
2025
Q1
$339K Sell
1,391
-819
-37% -$200K 0.14% 138
2024
Q4
$622K Buy
+2,210
New +$622K 0.26% 100