Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$110K Sell
1,358
-282
-17% -$22.9K 0.06% 248
2025
Q1
$163K Buy
1,640
+783
+91% +$77.7K 0.07% 257
2024
Q4
$83.3K Buy
+857
New +$83.3K 0.04% 339