Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$149K Sell
978
-12
-1% -$1.83K 0.14% 86
2025
Q1
$145K Sell
990
-144
-13% -$21.1K 0.14% 75
2024
Q4
$146K Buy
+1,134
New +$146K 0.13% 79