Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$135K Buy
151
+6
+4% +$5.37K 0.06% 436
2025
Q1
$98.6K Sell
145
-18
-11% -$12.2K 0.04% 491
2024
Q4
$103K Buy
+163
New +$103K 0.13% 307