Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Sell
1,864
-141
-7% -$17.2K 0.05% 171
2025
Q1
$184K Buy
2,005
+1,296
+183% +$119K 0.06% 194
2024
Q4
$81.7K Buy
+709
New +$81.7K 0.03% 200