Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$207K Sell
435
-277
-39% -$132K 0.08% 141
2025
Q1
$261K Buy
712
+210
+42% +$77.1K 0.11% 113
2024
Q4
$203K Buy
+502
New +$203K 0.08% 160