Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206K Sell
1,194
-95
-7% -$16.4K 0.06% 117
2025
Q1
$271K Buy
1,289
+81
+7% +$17K 0.09% 94
2024
Q4
$248K Sell
1,208
-92
-7% -$18.9K 0.08% 98
2024
Q3
$236K Buy
+1,300
New +$236K 0.08% 101