Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Sell
828
-16
-2% -$4.63K 0.03% 344
2025
Q1
$255K Sell
844
-43
-5% -$13K 0.04% 305
2024
Q4
$245K Buy
+887
New +$245K 0.04% 304