Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$148K Buy
13,649
+50
+0.4% +$543 0.06% 265
2025
Q1
$136K Sell
13,599
-1,064
-7% -$10.7K 0.06% 247
2024
Q4
$145K Buy
+14,663
New +$145K 0.04% 243