Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Sell
560
-65
-10% -$31K 0.13% 107
2025
Q1
$229K Buy
625
+16
+3% +$5.87K 0.12% 119
2024
Q4
$246K Buy
+609
New +$246K 0.14% 101