Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Sell
2,348
-7
-0.3% -$738 0.03% 336
2025
Q1
$262K Buy
2,355
+11
+0.5% +$1.22K 0.04% 300
2024
Q4
$242K Buy
+2,344
New +$242K 0.04% 307