Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$386K Sell
1,842
-1
-0.1% -$210 0.21% 108
2025
Q1
$314K Buy
1,843
+289
+19% +$49.3K 0.2% 102
2024
Q4
$275K Buy
+1,554
New +$275K 0.19% 128