Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$115K Sell
11,876
-458
-4% -$4.45K 0.06% 554
2025
Q1
$123K Buy
12,334
+30
+0.2% +$299 0.06% 608
2024
Q4
$109K Buy
+12,304
New +$109K 0.05% 661