Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$166K Hold
1,088
0.13% 90
2025
Q1
$160K Sell
1,088
-30
-3% -$4.41K 0.12% 93
2024
Q4
$144K Buy
+1,118
New +$144K 0.11% 97