Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Buy
841
+24
+3% +$7.62K 0.1% 61
2025
Q1
$212K Sell
817
-35
-4% -$9.07K 0.09% 69
2024
Q4
$344K Buy
+852
New +$344K 0.17% 42