Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$279K Sell
917
-100
-10% -$30.4K 0.27% 117
2025
Q1
$273K Buy
1,017
+40
+4% +$10.7K 0.28% 115
2024
Q4
$241K Buy
+977
New +$241K 0.26% 120