Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Sell
854
-86
-9% -$27.3K 0.07% 68
2025
Q1
$244K Buy
940
+83
+10% +$21.5K 0.08% 61
2024
Q4
$346K Hold
857
0.12% 50
2024
Q3
$224K Buy
+857
New +$224K 0.08% 59