Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$664K Buy
843
+45
+6% +$35.4K 0.26% 98
2025
Q1
$490K Sell
798
-36
-4% -$22.1K 0.21% 112
2024
Q4
$524K Buy
+834
New +$524K 0.22% 105