Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$422K Buy
1,327
+27
+2% +$8.58K 0.14% 72
2025
Q1
$337K Sell
1,300
-68
-5% -$17.6K 0.13% 78
2024
Q4
$552K Buy
+1,368
New +$552K 0.2% 63