Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$246K Sell
1,915
-1,039
-35% -$133K 0.01% 317
2025
Q1
$213K Buy
2,954
+827
+39% +$59.7K 0.01% 313
2024
Q4
$242K Buy
+2,127
New +$242K 0.01% 281