Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$127K Sell
605
-22
-4% -$4.61K 0.01% 237
2025
Q1
$114K Buy
627
+17
+3% +$3.08K 0.01% 241
2024
Q4
$116K Buy
610
+5
+0.8% +$951 0.01% 265
2024
Q3
$110K Buy
+605
New +$110K 0.01% 260