Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$254K Sell
801
-100
-11% -$31.8K 0.24% 92
2025
Q1
$234K Buy
901
+16
+2% +$4.15K 0.25% 93
2024
Q4
$357K Buy
+885
New +$357K 0.37% 71