Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Sell
1,220
-38
-3% -$8.61K 0.07% 82
2025
Q1
$209K Buy
1,258
+108
+9% +$17.9K 0.06% 89
2024
Q4
$227K Buy
+1,150
New +$227K 0.07% 77