Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$459K Buy
3,983
+153
+4% +$17.6K 0.25% 79
2025
Q1
$366K Sell
3,830
-29
-0.8% -$2.77K 0.22% 80
2024
Q4
$410K Buy
+3,859
New +$410K 0.24% 78