Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$356K Sell
1,274
-13
-1% -$3.63K 0.16% 39
2025
Q1
$401K Buy
1,287
+5
+0.4% +$1.56K 0.26% 31
2024
Q4
$334K Buy
+1,282
New +$334K 0.22% 34