Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$162K Sell
550
-27
-5% -$7.96K 0.15% 80
2025
Q1
$143K Buy
577
+10
+2% +$2.49K 0.14% 76
2024
Q4
$125K Buy
+567
New +$125K 0.11% 86