Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$295K Sell
980
-32
-3% -$9.62K 0.12% 125
2025
Q1
$236K Buy
1,012
+93
+10% +$21.7K 0.11% 127
2024
Q4
$392K Buy
+919
New +$392K 0.17% 90