Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$282K Buy
1,010
+89
+10% +$24.9K 0.05% 324
2025
Q1
$287K Sell
921
-261
-22% -$81.3K 0.06% 280
2024
Q4
$308K Buy
+1,182
New +$308K 0.06% 293