Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$228K Sell
750
-26
-3% -$7.91K 0.01% 752
2025
Q1
$208K Sell
776
-246
-24% -$66K 0.01% 774
2024
Q4
$252K Buy
1,022
+48
+5% +$11.8K 0.01% 722
2024
Q3
$223K Buy
+974
New +$223K 0.01% 753