Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$270K Buy
888
+12
+1% +$3.65K 0.05% 233
2025
Q1
$235K Sell
876
-88
-9% -$23.6K 0.05% 245
2024
Q4
$237K Buy
+964
New +$237K 0.04% 244