Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$138K Buy
1,317
+547
+71% +$57.3K 0.02% 89
2025
Q1
$76.9K Sell
770
-140
-15% -$14K 0.02% 106
2024
Q4
$99.5K Buy
+910
New +$99.5K 0.02% 96