Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$330K Buy
3,537
+427
+14% +$39.8K 0.02% 283
2025
Q1
$227K Sell
3,110
-329
-10% -$24K 0.01% 316
2024
Q4
$207K Buy
+3,439
New +$207K 0.01% 319