Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$185K Sell
10,343
-213
-2% -$3.81K 0.01% 488
2025
Q1
$219K Buy
10,556
+344
+3% +$7.13K 0.02% 409
2024
Q4
$121K Buy
+10,212
New +$121K 0.01% 418