Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$362K Sell
1,915
-32
-2% -$6.05K 0.01% 483
2025
Q1
$456K Buy
1,947
+101
+5% +$23.7K 0.02% 364
2024
Q4
$727K Buy
+1,846
New +$727K 0.02% 262