Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$126K Sell
246
-209
-46% -$107K 0.01% 404
2025
Q1
$195K Buy
455
+170
+60% +$72.9K 0.01% 367
2024
Q4
$138K Buy
285
+39
+16% +$18.9K 0.01% 397
2024
Q3
$125K Buy
+246
New +$125K 0.01% 415