Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$127K Sell
701
-18
-3% -$3.26K 0.02% 395
2025
Q1
$124K Sell
719
-77
-10% -$13.3K 0.02% 381
2024
Q4
$143K Buy
796
+126
+19% +$22.7K 0.02% 382
2024
Q3
$115K Buy
+670
New +$115K 0.02% 418