Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$189K Sell
237
-5
-2% -$3.99K 0.1% 174
2025
Q1
$160K Sell
242
-33
-12% -$21.9K 0.07% 259
2024
Q4
$203K Buy
+275
New +$203K 0.09% 200