Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$238K Sell
507
-29
-5% -$13.6K 0.09% 237
2025
Q1
$249K Buy
536
+6
+1% +$2.79K 0.11% 214
2024
Q4
$222K Buy
+530
New +$222K 0.06% 225