Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$216K Sell
8,834
-900
-9% -$22K 0.05% 218
2025
Q1
$270K Buy
9,734
+950
+11% +$26.3K 0.07% 198
2024
Q4
$287K Buy
+8,784
New +$287K 0.08% 181