Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251K Sell
10,257
-5
-0% -$122 0.06% 218
2025
Q1
$284K Buy
10,262
+3,871
+61% +$107K 0.08% 196
2024
Q4
$209K Buy
+6,391
New +$209K 0.05% 225