Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$316K Sell
590
-84
-12% -$44.9K 0.29% 95
2025
Q1
$249K Buy
674
+8
+1% +$2.96K 0.28% 105
2024
Q4
$302K Buy
+666
New +$302K 0.33% 85