Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$316K Buy
10,926
+658
+6% +$19K 0.13% 107
2025
Q1
$290K Sell
10,268
-19,722
-66% -$557K 0.13% 110
2024
Q4
$683K Buy
+29,990
New +$683K 0.23% 73