Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$284K Sell
27,016
-12
-0% -$126 0.01% 334
2025
Q1
$336K Buy
27,028
+2,028
+8% +$25.2K 0.01% 319
2024
Q4
$322K Buy
+25,000
New +$322K 0.01% 329