Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$495K Buy
1,395
+575
+70% +$204K 0.17% 111
2025
Q1
$287K Sell
820
-65
-7% -$22.8K 0.19% 80
2024
Q4
$280K Buy
+885
New +$280K 0.21% 78