Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$225K Sell
1,336
-29
-2% -$4.88K 0.01% 458
2025
Q1
$227K Buy
1,365
+37
+3% +$6.16K 0.02% 413
2024
Q4
$220K Buy
+1,328
New +$220K 0.02% 395