Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$217K Sell
2,090
-85
-4% -$8.83K 0.11% 161
2025
Q1
$242K Buy
2,175
+920
+73% +$102K 0.1% 205
2024
Q4
$135K Buy
+1,255
New +$135K 0.06% 258