Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$338K Buy
14,100
+2,360
+20% +$56.6K 0.23% 29
2025
Q1
$286K Sell
11,740
-208
-2% -$5.07K 0.08% 44
2024
Q4
$290K Buy
+11,948
New +$290K 0.14% 35