Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$145K Buy
438
+22
+5% +$7.3K 0.01% 235
2025
Q1
$145K Sell
416
-30
-7% -$10.5K 0.01% 237
2024
Q4
$151K Buy
+446
New +$151K 0.01% 246