Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$245K Sell
7,176
-152
-2% -$5.19K 0.01% 585
2025
Q1
$226K Sell
7,328
-479
-6% -$14.8K 0.01% 626
2024
Q4
$247K Buy
+7,807
New +$247K 0.01% 625