Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$140K Sell
920
-200
-18% -$30.4K 0.02% 169
2025
Q1
$164K Buy
+1,120
New +$164K 0.03% 152
2024
Q3
$205K Buy
+1,496
New +$205K 0.03% 145