Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$333K Sell
3,858
-2,969
-43% -$256K 0.15% 277
2025
Q1
$355K Buy
6,827
+6,443
+1,678% +$335K 0.15% 255
2024
Q4
$21.1K Buy
+384
New +$21.1K 0.03% 566